WP
IBTD

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

WealthPLAN Partners’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-6,756
Closed -$168K – 1415
2023
Q1 		$168K Buy
+6,756
New +$167K 0.02% 342

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NA
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