RA
IBDO

Ruggaard & Associates’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Ruggaard & Associates’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-474,954
Closed -$12M – 117
2023
Q3 		$12M Sell
474,954
-1,391
-0.3% -$35.3K 7.17% 3
2023
Q2 		$12M Buy
476,345
+9,972
+2% +$252K 7.05% 3
2023
Q1 		$11.7M Buy
+466,373
New +$11.7M 7.25% 1