Virginia Wealth Management Group’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 |
-134,630
| Closed | -$3.41M | – | 71 |
|
|
2023
Q3 | $3.41M | Buy |
134,630
+6,375
| +5% | +$162K | 2.31% | 14 |
|
|
2023
Q2 | $3.24M | Buy |
128,255
+2,140
| +2% | +$54.1K | 2.23% | 18 |
|
|
2023
Q1 | $3.18M | Buy |
126,115
+4,575
| +4% | +$115K | 2.18% | 18 |
|
|
2022
Q4 | $3.04M | Buy |
121,540
+28,425
| +31% | +$711K | 2.11% | 19 |
|
|
2022
Q3 | $2.32M | Buy |
93,115
+15,180
| +19% | +$379K | 1.73% | 28 |
|
|
2022
Q2 | $1.96M | Sell |
77,935
-2,440
| -3% | -$61.2K | 1.88% | 29 |
|
|
2022
Q1 | $2.03M | Buy |
80,375
+6,825
| +9% | +$172K | 1.81% | 28 |
|
|
2021
Q4 | $1.89M | Buy |
+73,550
| New | +$1.89M | 1.7% | 30 |
|