Spire Wealth Management’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
-1,350
Closed -$33.5K 2490
2023
Q3
$33.5K Sell
1,350
-2,015
-60% -$50K ﹤0.01% 1316
2023
Q2
$83.5K Hold
3,365
﹤0.01% 1024
2023
Q1
$83.5K Buy
3,365
+2,015
+149% +$50K ﹤0.01% 1022
2022
Q4
$33K Buy
+1,350
New +$33K ﹤0.01% 1160