SRC
IBTD

Shufro Rose & Co’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Shufro Rose & Co’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
Q3 		– Sell
-16,976
Closed -$421K – 318
2023
Q2 		$421K Buy
16,976
+5,463
+47% +$136K 0.04% 185
2023
Q1 		$286K Sell
11,513
-2,772,690
-100% -$68.8M 0.03% 233
2022
Q4 		$68.8M Buy
+2,784,203
New +$68.8M 5.8% 1