Wells Financial Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $523K | Sell |
|
|||||
|
2023
Q2 | $553K | Sell |
|
|||||
|
2023
Q1 | $651K | Hold |
|
|||||
|
2022
Q4 | $647K | Sell |
|
|||||
|
2022
Q3 | $671K | Sell |
|
|||||
|
2022
Q2 | $817K | Hold |
|
|||||
|
2022
Q1 | $823K | Sell |
|
|||||
|
2021
Q4 | $965K | Sell |
|
|||||
|
2021
Q3 | $1.03M | Hold |
|
|||||
|
2021
Q2 | $1.03M | Hold |
|
|||||
|
2021
Q1 | $1.04M | Sell |
|
|||||
|
2020
Q4 | $1.06M | Buy |
|