WRPWM
IBDO

Werba Rubin Papier Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-60,319
Closed -$1.53M – 132
2023
Q3 		$1.53M Buy
60,319
+564
+0.9% +$14.3K 0.54% 28
2023
Q2 		$1.51M Sell
59,755
-1,925
-3% -$48.7K 0.52% 27
2023
Q1 		$1.55M Buy
61,680
+243
+0.4% +$6.12K 0.61% 26
2022
Q4 		$1.54M Buy
+61,437
New +$1.54M 0.63% 23