Brandywine Oak Private Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-9,877
| Closed | -$251K | – | 346 |
|
|
2021
Q1 | $251K | Hold |
9,877
| – | – | 0.04% | 238 |
|
|
2020
Q4 | $252K | Hold |
9,877
| – | – | 0.04% | 231 |
|
|
2020
Q3 | $253K | Hold |
9,877
| – | – | 0.04% | 213 |
|
|
2020
Q2 | $253K | Sell |
9,877
-391,992
| -98% | -$10M | 0.05% | 198 |
|
|
2020
Q1 | $9.96M | Buy |
401,869
+382,373
| +1,961% | +$9.48M | 2.06% | 15 |
|
|
2019
Q4 | $493K | Buy |
19,496
+5,815
| +43% | +$147K | 0.09% | 110 |
|
|
2019
Q3 | $346K | Buy |
+13,681
| New | +$346K | 0.07% | 148 |
|
|
2019
Q1 | – | Sell |
-4,143
| Closed | -$100K | – | 733 |
|
|
2018
Q4 | $100K | Buy |
+4,143
| New | +$100K | 0.02% | 276 |
|