WANY
IBTD

Wealthspire Advisors (New York)’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Wealthspire Advisors (New York)’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-115,268
Closed -$2.86M – 663
2023
Q3 		$2.86M Sell
115,268
-4,538
-4% -$113K 0.05% 135
2023
Q2 		$2.97M Sell
119,806
-9,134
-7% -$227K 0.05% 121
2023
Q1 		$3.2M Buy
128,940
+50,479
+64% +$1.25M 0.05% 116
2022
Q4 		$1.94M Buy
+78,461
New +$1.94M 0.04% 158