Simplicity Solutions’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-79,454
Closed -$1.97M 1117
2023
Q3
$1.97M Buy
79,454
+2,320
+3% +$57.6K 0.06% 285
2023
Q2
$1.91M Buy
77,134
+15,407
+25% +$382K 0.05% 327
2023
Q1
$1.53M Buy
+61,727
New +$1.53M 0.04% 376