VPP
IBTD

Vertex Planning Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Vertex Planning Partners’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
Q3 		– Sell
-90,932
Closed -$2.26M – 144
2023
Q2 		$2.26M Sell
90,932
-749
-0.8% -$18.6K 0.77% 19
2023
Q1 		$2.27M Sell
91,681
-18,297
-17% -$454K 0.86% 19
2022
Q4 		$2.72M Buy
+109,978
New +$2.72M 1.06% 16