SWM
IBTB

Sugarloaf Wealth Management’s iShares iBonds Dec 2022 Term Treasury ETF IBTB Stock Holding History

Sugarloaf Wealth Management’s Portfolio IBTB Stock Details IBTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,945
Closed -$101K – 884
2022
Q3 		$101K Hold
3,945
– – 0.03% 193
2022
Q2 		$100K Buy
+3,945
New +$100K 0.03% 183