Valley Wealth Managers’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 |
-47,470
| Closed | -$1.2M | – | 384 |
|
|
2023
Q3 | $1.2M | Sell |
47,470
-4,889
| -9% | -$124K | 0.1% | 124 |
|
|
2023
Q2 | $1.32M | Sell |
52,359
-260
| -0.5% | -$6.58K | 0.12% | 102 |
|
|
2023
Q1 | $1.33M | Sell |
52,619
-1,541
| -3% | -$38.8K | 0.12% | 103 |
|
|
2022
Q4 | $1.36M | Sell |
54,160
-1,493
| -3% | -$37.4K | 0.13% | 103 |
|
|
2022
Q3 | $1.39M | Buy |
55,653
+209
| +0.4% | +$5.22K | 0.14% | 101 |
|
|
2022
Q2 | $1.39M | Buy |
+55,444
| New | +$1.39M | 0.13% | 103 |
|