Royal Harbor Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-135,354
| Closed | -$3.36M | – | 54 |
|
|
2023
Q3 | $3.36M | Sell |
135,354
-8,328
| -6% | -$207K | 1.75% | 17 |
|
|
2023
Q2 | $3.56M | Buy |
143,682
+22,395
| +18% | +$556K | 1.75% | 19 |
|
|
2023
Q1 | $3.01M | Buy |
121,287
+20,832
| +21% | +$517K | 1.62% | 22 |
|
|
2022
Q4 | $2.48M | Buy |
100,455
+9,978
| +11% | +$246K | 1.53% | 16 |
|
|
2022
Q3 | $2.24M | Buy |
+90,477
| New | +$2.24M | 1.53% | 17 |
|