Valeo Financial Advisors’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
Q2
Sell
-33,857
Closed -$135K 658
2023
Q1
$135K Buy
+33,857
New +$135K 0.01% 568
2021
Q2
Sell
-3,888
Closed -$102K 1855
2021
Q1
$102K Buy
3,888
+221
+6% +$5.8K ﹤0.01% 600
2020
Q4
$96K Buy
+3,667
New +$96K ﹤0.01% 577