Sequoia Financial Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,458
| Closed | -$291K | – | 1235 |
|
|
2023
Q3 | $291K | Sell |
11,458
-200
| -2% | -$5.07K | 0.01% | 700 |
|
|
2023
Q2 | $295K | Buy |
11,658
+200
| +2% | +$5.06K | 0.01% | 709 |
|
|
2023
Q1 | $289K | Sell |
11,458
-50
| -0.4% | -$1.26K | 0.01% | 642 |
|
|
2022
Q4 | $288K | Buy |
+11,508
| New | +$288K | 0.01% | 600 |
|
|
2022
Q3 | – | Sell |
-11,458
| Closed | -$287K | – | 600 |
|
|
2022
Q2 | $287K | Hold |
11,458
| – | – | 0.01% | 447 |
|
|
2022
Q1 | $290K | Buy |
+11,458
| New | +$290K | 0.01% | 513 |
|