BPWA
IBDN
Beacon Pointe Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $824K | Buy |
32,685
+3,138
| +11% | +$79.1K | 0.15% | 115 |
|
2019
Q3 | $744K | Buy |
29,547
+5,637
| +24% | +$142K | 0.16% | 120 |
|
2019
Q2 | $601K | Buy |
23,910
+4,485
| +23% | +$113K | 0.13% | 141 |
|
2019
Q1 | $482K | Buy |
19,425
+5,699
| +42% | +$141K | 0.11% | 157 |
|
2018
Q4 | $331K | Buy |
+13,726
| New | +$331K | 0.12% | 159 |
|