Bradley & Co Private Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,883
| Closed | -$97K | – | 193 |
|
|
2022
Q3 | $97K | Sell |
3,883
-3,158
| -45% | -$78.9K | 0.12% | 52 |
|
|
2022
Q2 | $176K | Sell |
7,041
-4,460
| -39% | -$111K | 0.19% | 46 |
|
|
2022
Q1 | $288K | Sell |
11,501
-2,946
| -20% | -$73.8K | 0.25% | 40 |
|
|
2021
Q4 | $364K | Buy |
14,447
+1,276
| +10% | +$32.2K | 0.29% | 38 |
|
|
2021
Q3 | $334K | Sell |
13,171
-4,676
| -26% | -$119K | 0.29% | 40 |
|
|
2021
Q2 | $453K | Buy |
17,847
+1,535
| +9% | +$39K | 0.4% | 33 |
|
|
2021
Q1 | $415K | Buy |
+16,312
| New | +$415K | 0.38% | 39 |
|