BWA
IBDO
Beam Wealth Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-38,777
| Closed | -$1.01M | – | 149 |
|
|
2021
Q1 | $1.01M | Sell |
38,777
-4,738
| -11% | -$124K | 0.9% | 38 |
|
|
2020
Q4 | $1.14M | Sell |
43,515
-7,158
| -14% | -$188K | 1.08% | 27 |
|
|
2020
Q3 | $1.33M | Buy |
50,673
+429
| +0.9% | +$11.3K | 1.24% | 20 |
|
|
2020
Q2 | $1.32M | Buy |
50,244
+535
| +1% | +$14K | 1.33% | 19 |
|
|
2020
Q1 | $1.24M | Buy |
49,709
+1,652
| +3% | +$41.3K | 1.23% | 23 |
|
|
2019
Q4 | $1.23M | Buy |
+48,057
| New | +$1.23M | 1.14% | 22 |
|