Baldwin Wealth Partners’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,995
| Closed | -$50K | – | 575 |
|
|
2020
Q3 | $50K | Hold |
1,995
| – | – | 0.01% | 300 |
|
|
2020
Q2 | $51K | Hold |
1,995
| – | – | 0.01% | 292 |
|
|
2020
Q1 | $50K | Hold |
1,995
| – | – | 0.01% | 273 |
|
|
2019
Q4 | $50K | Hold |
1,995
| – | – | 0.01% | 316 |
|
|
2019
Q3 | $51K | Hold |
1,995
| – | – | 0.01% | 303 |
|
|
2019
Q2 | $51K | Hold |
1,995
| – | – | 0.01% | 303 |
|
|
2019
Q1 | $50K | Hold |
1,995
| – | – | 0.01% | 300 |
|
|
2018
Q4 | $50K | Hold |
1,995
| – | – | 0.01% | 288 |
|
|
2018
Q3 | $50K | Hold |
1,995
| – | – | 0.01% | 314 |
|
|
2018
Q2 | $50K | Hold |
1,995
| – | – | 0.01% | 313 |
|
|
2018
Q1 | $50K | Buy |
+1,995
| New | +$50K | 0.01% | 294 |
|