BOPW
IBDK

Brandywine Oak Private Wealth’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Brandywine Oak Private Wealth’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-622,342
Closed -$15.5M – 248
2019
Q3 		$15.5M Buy
622,342
+57,513
+10% +$1.43M 2.93% 13
2019
Q2 		$14M Buy
564,829
+31,134
+6% +$774K 2.81% 11
2019
Q1 		$13.3M Buy
533,695
+529,657
+13,117% +$13.2M 2.77% 13
2018
Q4 		$334K Buy
+4,038
New +$334K 0.08% 127