TWA
IBDO
TCI Wealth 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,000
| Closed | -$52K | – | 2480 |
|
2021
Q1 | $52K | Hold |
2,000
| – | – | 0.02% | 329 |
|
2020
Q4 | $53K | Hold |
2,000
| – | – | 0.02% | 304 |
|
2020
Q3 | $52K | Hold |
2,000
| – | – | 0.02% | 289 |
|
2020
Q2 | $52K | Hold |
2,000
| – | – | 0.02% | 292 |
|
2020
Q1 | $50K | Hold |
2,000
| – | – | 0.02% | 298 |
|
2019
Q4 | $51K | Hold |
2,000
| – | – | 0.02% | 382 |
|
2019
Q3 | $51K | Buy |
+2,000
| New | +$51K | 0.02% | 324 |
|