VW
IBDO

Vance Wealth’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Vance Wealth’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-53,006
Closed -$1.34M – 85
2023
Q3 		$1.34M Sell
53,006
-76,955
-59% -$1.95M 0.63% 34
2023
Q2 		$3.29M Buy
129,961
+22,114
+21% +$559K 1.5% 19
2023
Q1 		$2.72M Buy
107,847
+27,723
+35% +$698K 1.46% 18
2022
Q4 		$2.01M Buy
+80,124
New +$2.01M 1.25% 23