TLFA
IBTD

True Link Financial Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

True Link Financial Advisors’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
-30,130
Closed -$748K – 113
2023
Q3 		$748K Buy
30,130
+3,537
+13% +$87.8K 0.09% 64
2023
Q2 		$660K Sell
26,593
-8,536
-24% -$212K 0.08% 68
2023
Q1 		$872K Buy
+35,129
New +$872K 0.11% 63