BWM
IBDO
BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.22M | Sell |
48,306
-6,472
| -12% | -$164K | 0.12% | 121 |
|
|
2023
Q1 | $1.38M | Hold |
54,778
| – | – | 0.14% | 109 |
|
|
2022
Q4 | $1.37M | Hold |
54,778
| – | – | 0.15% | 106 |
|
|
2022
Q3 | $1.37M | Sell |
54,778
-2,045
| -4% | -$51K | 0.16% | 105 |
|
|
2022
Q2 | $1.43M | Buy |
56,823
+13,881
| +32% | +$348K | 0.16% | 108 |
|
|
2022
Q1 | $1.09M | Buy |
42,942
+4,700
| +12% | +$119K | 0.12% | 122 |
|
|
2021
Q4 | $982K | Buy |
38,242
+2,200
| +6% | +$56.5K | 0.1% | 130 |
|
|
2021
Q3 | $937K | Buy |
36,042
+6,800
| +23% | +$177K | 0.11% | 125 |
|
|
2021
Q2 | $762K | Hold |
29,242
| – | – | 0.09% | 139 |
|
|
2021
Q1 | $764K | Sell |
29,242
-800
| -3% | -$20.9K | 0.1% | 132 |
|
|
2020
Q4 | $789K | Buy |
30,042
+6,301
| +27% | +$165K | 0.11% | 116 |
|
|
2020
Q3 | $623K | Buy |
23,741
+3,802
| +19% | +$99.8K | 0.1% | 135 |
|
|
2020
Q2 | $523K | Hold |
19,939
| – | – | 0.09% | 142 |
|
|
2020
Q1 | $498K | Sell |
19,939
-5,611
| -22% | -$140K | 0.1% | 130 |
|
|
2019
Q4 | $653K | Buy |
25,550
+11,734
| +85% | +$300K | 0.12% | 129 |
|
|
2019
Q3 | $354K | Hold |
13,816
| – | – | 0.07% | 159 |
|
|
2019
Q2 | $351K | Buy |
13,816
+3,454
| +33% | +$87.8K | 0.07% | 161 |
|
|
2019
Q1 | $259K | Buy |
10,362
+1,013
| +11% | +$25.3K | 0.05% | 182 |
|
|
2018
Q4 | $226K | Buy |
9,349
+800
| +9% | +$19.3K | 0.05% | 171 |
|
|
2018
Q3 | $208K | Buy |
8,549
+2,553
| +43% | +$62.1K | 0.04% | 198 |
|
|
2018
Q2 | $146K | Buy |
+5,996
| New | +$146K | 0.03% | 220 |
|