APP
IBDM
Avantax Planning Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,396
| Closed | -$480K | – | 370 |
|
|
2021
Q3 | $480K | Sell |
19,396
-728
| -4% | -$18K | 0.02% | 205 |
|
|
2021
Q2 | $499K | Buy |
20,124
+196
| +1% | +$4.86K | 0.02% | 197 |
|
|
2021
Q1 | $495K | Buy |
19,928
+82
| +0.4% | +$2.04K | 0.03% | 188 |
|
|
2020
Q4 | $494K | Buy |
19,846
+506
| +3% | +$12.6K | 0.03% | 182 |
|
|
2020
Q3 | $484K | Buy |
19,340
+342
| +2% | +$8.56K | 0.03% | 183 |
|
|
2020
Q2 | $478K | Sell |
18,998
-925
| -5% | -$23.3K | 0.03% | 174 |
|
|
2020
Q1 | $491K | Buy |
19,923
+543
| +3% | +$13.4K | 0.03% | 155 |
|
|
2019
Q4 | $484K | Buy |
19,380
+297
| +2% | +$7.42K | 0.03% | 178 |
|
|
2019
Q3 | $477K | Buy |
19,083
+36
| +0.2% | +$900 | 0.03% | 173 |
|
|
2019
Q2 | $473K | Buy |
19,047
+798
| +4% | +$19.8K | 0.03% | 179 |
|
|
2019
Q1 | $451K | Sell |
18,249
-10,691
| -37% | -$264K | 0.03% | 175 |
|
|
2018
Q4 | $705K | Sell |
28,940
-288
| -1% | -$7.02K | 0.05% | 117 |
|
|
2018
Q3 | $712K | Buy |
29,228
+1,014
| +4% | +$24.7K | 0.06% | 108 |
|
|
2018
Q2 | $688K | Buy |
28,214
+2,306
| +9% | +$56.2K | 0.06% | 106 |
|
|
2018
Q1 | $634K | Sell |
25,908
-1,469
| -5% | -$35.9K | 0.05% | 147 |
|
|
2017
Q4 | $679K | Buy |
27,377
+3,597
| +15% | +$89.2K | 0.06% | 141 |
|
|
2017
Q3 | $596K | Hold |
23,780
| – | – | 0.05% | 180 |
|
|
2017
Q2 | $594K | Buy |
23,780
+955
| +4% | +$23.9K | 0.05% | 169 |
|
|
2017
Q1 | $566K | Hold |
22,825
| – | – | 0.05% | 168 |
|
|
2016
Q4 | $564K | Buy |
+22,825
| New | +$564K | 0.06% | 153 |
|