WAS
IBTD

Winch Advisory Services’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Winch Advisory Services’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
-10,938
Closed -$271K – 466
2023
Q3 		$271K Sell
10,938
-126
-1% -$3.12K 0.1% 70
2023
Q2 		$275K Sell
11,064
-1,230
-10% -$30.6K 0.1% 69
2023
Q1 		$305K Sell
12,294
-271
-2% -$6.72K 0.12% 66
2022
Q4 		$310K Buy
+12,565
New +$310K 0.13% 67