Alterna Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.2M | Sell |
47,976
-4,082
| -8% | -$102K | 1.51% | 20 |
|
|
2020
Q3 | $1.3M | Sell |
52,058
-12,156
| -19% | -$304K | 1.89% | 18 |
|
|
2020
Q2 | $1.62M | Sell |
64,214
-9,008
| -12% | -$227K | 1.93% | 14 |
|
|
2020
Q1 | $1.81M | Buy |
73,222
+9,294
| +15% | +$229K | 2.61% | 14 |
|
|
2019
Q4 | $1.6M | Sell |
63,928
-9,663
| -13% | -$241K | 1.77% | 13 |
|
|
2019
Q3 | $1.84M | Buy |
73,591
+3,846
| +6% | +$96.2K | 2.18% | 11 |
|
|
2019
Q2 | $1.74M | Buy |
69,745
+1,635
| +2% | +$40.8K | 2.09% | 14 |
|
|
2019
Q1 | $1.68M | Buy |
68,110
+19,251
| +39% | +$476K | 1.42% | 22 |
|
|
2018
Q4 | $1.19M | Buy |
+48,859
| New | +$1.19M | 0.19% | 81 |
|