SWM
IBTD

Scissortail Wealth Management’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Scissortail Wealth Management’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-32,941
Closed -$816K – 162
2023
Q3 		$816K Buy
32,941
+1,336
+4% +$33.1K 0.64% 30
2023
Q2 		$783K Buy
31,605
+2,179
+7% +$54K 0.64% 28
2023
Q1 		$730K Buy
+29,426
New +$730K 0.66% 32