SAG
IBDO
SageView Advisory Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-32,522
| Closed | -$825K | – | 710 |
|
|
2023
Q3 | $825K | Sell |
32,522
-131
| -0.4% | -$3.32K | 0.05% | 239 |
|
|
2023
Q2 | $826K | Sell |
32,653
-95
| -0.3% | -$2.4K | 0.05% | 257 |
|
|
2023
Q1 | $825K | Buy |
32,748
+676
| +2% | +$17K | 0.05% | 237 |
|
|
2022
Q4 | $803K | Buy |
+32,072
| New | +$803K | 0.07% | 180 |
|