BWA
IBDO

Beam Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Beam Wealth Advisors’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
2021
Q1 		$1.01M Sell
2020
Q4 		$1.14M Sell
2020
Q3 		$1.33M Buy
2020
Q2 		$1.32M Buy
2020
Q1 		$1.24M Buy
2019
Q4 		$1.23M Buy