SPIA
IBTD

Steward Partners Investment Advisory’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Steward Partners Investment Advisory’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
Q4 		– Sell
-5,189
Closed -$129K – 3610
2023
Q3 		$129K Sell
5,189
-5,711
-52% -$142K ﹤0.01% 1463
2023
Q2 		$270K Buy
10,900
+8,893
+443% +$221K ﹤0.01% 1163
2023
Q1 		$49.8K Buy
2,007
+794
+65% +$19.7K ﹤0.01% 1864
2022
Q4 		$30K Buy
+1,213
New +$30K ﹤0.01% 2045