Avantax Planning Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $480K | Sell |
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|
2021
Q2 | $499K | Buy |
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|
2021
Q1 | $495K | Buy |
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|
2020
Q4 | $494K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $478K | Sell |
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|
2020
Q1 | $491K | Buy |
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|
2019
Q4 | $484K | Buy |
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|
2019
Q3 | $477K | Buy |
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|
2019
Q2 | $473K | Buy |
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|
2019
Q1 | $451K | Sell |
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|
2018
Q4 | $705K | Sell |
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|
2018
Q3 | $712K | Buy |
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|
2018
Q2 | $688K | Buy |
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|
2018
Q1 | $634K | Sell |
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|
2017
Q4 | $679K | Buy |
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|
2017
Q3 | $596K | Hold |
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|
2017
Q2 | $594K | Buy |
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|
2017
Q1 | $566K | Hold |
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|
2016
Q4 | $564K | Buy |
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