Strategic Wealth Partners Group’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-11,288
| Closed | -$286K | – | 69 |
|
|
2023
Q3 | $286K | Sell |
11,288
-1,253
| -10% | -$31.8K | 0.04% | 56 |
|
|
2023
Q2 | $317K | Hold |
12,541
| – | – | 0.05% | 56 |
|
|
2023
Q1 | $316K | Hold |
12,541
| – | – | 0.05% | 51 |
|
|
2022
Q4 | $313K | Hold |
12,541
| – | – | 0.07% | 43 |
|
|
2022
Q3 | $313K | Sell |
12,541
-1,223
| -9% | -$30.5K | 0.07% | 42 |
|
|
2022
Q2 | $346K | Sell |
13,764
-2,277
| -14% | -$57.2K | 0.08% | 40 |
|
|
2022
Q1 | $405K | Buy |
16,041
+1,857
| +13% | +$46.9K | 0.08% | 41 |
|
|
2021
Q4 | $364K | Hold |
14,184
| – | – | 0.06% | 50 |
|
|
2021
Q3 | $369K | Buy |
+14,184
| New | +$369K | 0.07% | 47 |
|
|
2021
Q1 | $349K | Buy |
13,340
+190
| +1% | +$4.97K | 0.07% | 50 |
|
|
2020
Q4 | $345K | Sell |
13,150
-1,214
| -8% | -$31.9K | 0.07% | 48 |
|
|
2020
Q3 | $377K | Buy |
14,364
+5,061
| +54% | +$133K | 0.09% | 43 |
|
|
2020
Q2 | $244K | Hold |
9,303
| – | – | 0.06% | 56 |
|
|
2020
Q1 | $233K | Buy |
+9,303
| New | +$233K | 0.07% | 51 |
|