BWM
IBDL
BerganKDV Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-24,423
| Closed | -$616K | – | 1034 |
|
|
2020
Q3 | $616K | Hold |
24,423
| – | – | 0.1% | 137 |
|
|
2020
Q2 | $619K | Hold |
24,423
| – | – | 0.11% | 130 |
|
|
2020
Q1 | $616K | Hold |
24,423
| – | – | 0.13% | 118 |
|
|
2019
Q4 | $618K | Buy |
24,423
+117
| +0.5% | +$2.96K | 0.11% | 130 |
|
|
2019
Q3 | $617K | Buy |
24,306
+1,950
| +9% | +$49.5K | 0.12% | 117 |
|
|
2019
Q2 | $567K | Hold |
22,356
| – | – | 0.11% | 131 |
|
|
2019
Q1 | $564K | Buy |
22,356
+1,855
| +9% | +$46.8K | 0.12% | 128 |
|
|
2018
Q4 | $512K | Sell |
20,501
-25
| -0.1% | -$624 | 0.12% | 116 |
|
|
2018
Q3 | $514K | Buy |
20,526
+4,356
| +27% | +$109K | 0.11% | 123 |
|
|
2018
Q2 | $405K | Buy |
16,170
+3,925
| +32% | +$98.3K | 0.09% | 132 |
|
|
2018
Q1 | $307K | Buy |
+12,245
| New | +$307K | 0.08% | 143 |
|