Sigma Planning Corp’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-95,414
| Closed | -$2.37M | – | 1210 |
|
|
2023
Q3 | $2.37M | Sell |
95,414
-24,896
| -21% | -$618K | 0.09% | 239 |
|
|
2023
Q2 | $2.98M | Sell |
120,310
-60,009
| -33% | -$1.49M | 0.11% | 201 |
|
|
2023
Q1 | $4.47M | Buy |
180,319
+9,940
| +6% | +$247K | 0.15% | 144 |
|
|
2022
Q4 | $4.21M | Buy |
170,379
+101,032
| +146% | +$2.5M | 0.15% | 148 |
|
|
2022
Q3 | $1.72M | Buy |
69,347
+55,731
| +409% | +$1.38M | 0.07% | 291 |
|
|
2022
Q2 | $339K | Buy |
+13,616
| New | +$339K | 0.01% | 930 |
|