Wealthspire Advisors (New York)’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 |
-37,226
| Closed | -$944K | – | 661 |
|
|
2023
Q3 | $944K | Hold |
37,226
| – | – | 0.02% | 288 |
|
|
2023
Q2 | $941K | Sell |
37,226
-250
| -0.7% | -$6.32K | 0.02% | 254 |
|
|
2023
Q1 | $944K | Hold |
37,476
| – | – | 0.02% | 254 |
|
|
2022
Q4 | $938K | Buy |
37,476
+5,450
| +17% | +$136K | 0.02% | 274 |
|
|
2022
Q3 | $799K | Buy |
+32,026
| New | +$799K | 0.02% | 258 |
|