Wealth Advisory Solutions’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 |
-33,796
| Closed | -$857K | – | 116 |
|
|
2023
Q3 | $857K | Buy |
+33,796
| New | +$857K | 0.17% | 76 |
|
|
2020
Q3 | – | Sell |
-8,203
| Closed | -$215K | – | 197 |
|
|
2020
Q2 | $215K | Sell |
8,203
-6,096
| -43% | -$160K | 0.06% | 170 |
|
|
2020
Q1 | $357K | Sell |
14,299
-2,621
| -15% | -$65.4K | 0.12% | 120 |
|
|
2019
Q4 | $432K | Buy |
+16,920
| New | +$432K | 0.11% | 128 |
|