Butensky & Cohen Financial Security’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q3 | – | Sell |
-1,706
| Closed | -$43K | – | 133 |
|
2017
Q2 | $43K | Buy |
1,706
+816
| +92% | +$20.6K | 0.04% | 85 |
|
2017
Q1 | $22K | Buy |
890
+285
| +47% | +$7.05K | 0.02% | 87 |
|
2016
Q4 | $15K | Buy |
605
+115
| +23% | +$2.85K | 0.01% | 90 |
|
2016
Q3 | $12K | Buy |
490
+195
| +66% | +$4.78K | 0.01% | 92 |
|
2016
Q2 | $7K | Buy |
295
+90
| +44% | +$2.14K | 0.01% | 94 |
|
2016
Q1 | $5K | Buy |
+205
| New | +$5K | ﹤0.01% | 103 |
|