WA
IBDO

Waterford Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Waterford Advisors’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
-96,603
Closed -$2.45M – 54
2023
Q3 		$2.45M Sell
96,603
-2,337
-2% -$59.3K 1.37% 15
2023
Q2 		$2.5M Buy
98,940
+179
+0.2% +$4.53K 1.2% 20
2023
Q1 		$2.49M Sell
98,761
-126
-0.1% -$3.17K 1.35% 18
2022
Q4 		$2.48M Buy
+98,887
New +$2.48M 1.44% 18