Beacon Pointe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $1.68M | Sell |
67,324
-1,719
| -2% | -$42.8K | 0.31% | 63 |
|
|
2019
Q3 | $1.72M | Buy |
69,043
+15,328
| +29% | +$382K | 0.36% | 62 |
|
|
2019
Q2 | $1.33M | Buy |
53,715
+11,362
| +27% | +$282K | 0.28% | 77 |
|
|
2019
Q1 | $1.05M | Buy |
42,353
+5,577
| +15% | +$138K | 0.24% | 89 |
|
|
2018
Q4 | $893K | Buy |
+36,776
| New | +$893K | 0.32% | 80 |
|