SFA
IBDO
Source Financial Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-22,077
| Closed | -$558K | – | 137 |
|
|
2023
Q2 | $558K | Buy |
22,077
+180
| +0.8% | +$4.55K | 0.18% | 73 |
|
|
2023
Q1 | $552K | Sell |
21,897
-7,435
| -25% | -$187K | 0.18% | 72 |
|
|
2022
Q4 | $734K | Buy |
29,332
+26
| +0.1% | +$651 | 0.28% | 63 |
|
|
2022
Q3 | $731K | Buy |
+29,306
| New | +$731K | 0.29% | 61 |
|