BerganKDV Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.22M | Sell |
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|
2023
Q1 | $1.38M | Hold |
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|
2022
Q4 | $1.37M | Hold |
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|
2022
Q3 | $1.37M | Sell |
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|
2022
Q2 | $1.43M | Buy |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $982K | Buy |
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|
2021
Q3 | $937K | Buy |
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|
2021
Q2 | $762K | Hold |
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|
2021
Q1 | $764K | Sell |
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|
2020
Q4 | $789K | Buy |
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|
2020
Q3 | $623K | Buy |
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|
2020
Q2 | $523K | Hold |
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|
2020
Q1 | $498K | Sell |
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|
2019
Q4 | $653K | Buy |
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|
2019
Q3 | $354K | Hold |
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|
2019
Q2 | $351K | Buy |
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|
2019
Q1 | $259K | Buy |
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|
2018
Q4 | $226K | Buy |
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|
2018
Q3 | $208K | Buy |
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|
2018
Q2 | $146K | Buy |
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