WP
IBDO
WealthSource Partners’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-233,740
| Closed | -$5.93M | – | 527 |
|
|
2023
Q3 | $5.93M | Sell |
233,740
-6,527
| -3% | -$166K | 0.4% | 39 |
|
|
2023
Q2 | $6.08M | Buy |
240,267
+7,396
| +3% | +$187K | 0.4% | 38 |
|
|
2023
Q1 | $5.87M | Buy |
232,871
+27,871
| +14% | +$702K | 0.4% | 37 |
|
|
2022
Q4 | $5.13M | Buy |
+205,000
| New | +$5.13M | 0.36% | 47 |
|