BWM
IBDH

BerganKDV Wealth Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

BerganKDV Wealth Management’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12,994
Closed -$326K – 736
2018
Q3 		$326K Buy
12,994
+9
+0.1% +$226 0.07% 147
2018
Q2 		$326K Buy
12,985
+1,007
+8% +$25.3K 0.07% 145
2018
Q1 		$301K Buy
+11,978
New +$301K 0.08% 145