SWA
IBDO

Sax Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Sax Wealth Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
2023
Q3 		$1.19M Sell
2023
Q2 		$1.3M Sell
2023
Q1 		$1.32M Buy
2022
Q4 		$695K Buy