BerganKDV Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.51M | Sell |
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2021
Q2 | $1.53M | Sell |
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2021
Q1 | $1.59M | Sell |
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|
2020
Q4 | $32.5M | Buy |
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|
2020
Q3 | $30.4M | Buy |
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2020
Q2 | $26.7M | Buy |
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|
2020
Q1 | $24.2M | Sell |
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|
2019
Q4 | $25.3M | Buy |
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|
2019
Q3 | $25.3M | Sell |
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|
2019
Q2 | $25.4M | Buy |
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|
2019
Q1 | $25.1M | Buy |
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|
2018
Q4 | $24.5M | Sell |
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|
2018
Q3 | $24.9M | Buy |
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|
2018
Q2 | $24.1M | Buy |
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2018
Q1 | $23.7M | Buy |
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|
2017
Q4 | $21.6M | Buy |
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