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
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-46,860
Closed -$1.19M – 196
2023
Q3 		$1.19M Sell
46,860
-4,460
-9% -$113K 0.23% 60
2023
Q2 		$1.3M Sell
51,320
-1,051
-2% -$26.6K 0.26% 55
2023
Q1 		$1.32M Buy
52,371
+24,620
+89% +$620K 0.29% 53
2022
Q4 		$695K Buy
+27,751
New +$695K 0.16% 78