WealthSource Partners’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-15,725
| Closed | -$390K | – | 528 |
|
|
2023
Q3 | $390K | Buy |
15,725
+124
| +0.8% | +$3.08K | 0.03% | 358 |
|
|
2023
Q2 | $387K | Buy |
15,601
+44
| +0.3% | +$1.09K | 0.03% | 362 |
|
|
2023
Q1 | $386K | Sell |
15,557
-393
| -2% | -$9.75K | 0.03% | 358 |
|
|
2022
Q4 | $394K | Sell |
15,950
-5,150
| -24% | -$127K | 0.03% | 347 |
|
|
2022
Q3 | $523K | Buy |
21,100
+3,775
| +22% | +$93.6K | 0.04% | 297 |
|
|
2022
Q2 | $432K | Buy |
+17,325
| New | +$432K | 0.03% | 329 |
|