CAPTRUST Financial Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $9.71M | Sell |
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|
2021
Q2 | $10M | Buy |
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|
2021
Q1 | $9.66M | Buy |
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|
2020
Q4 | $8.42M | Buy |
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|
2020
Q3 | $4.1M | Sell |
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|
2020
Q2 | $6.1M | Buy |
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|
2020
Q1 | $5.37M | Buy |
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|
2019
Q4 | $3.39M | Buy |
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|
2019
Q3 | $1.65M | Buy |
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|
2019
Q2 | $253K | Buy |
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|
2019
Q1 | $16K | Hold |
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|
2018
Q4 | $16K | Hold |
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|
2018
Q3 | $16K | Hold |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $16K | Hold |
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|
2017
Q4 | $16K | Hold |
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|
2017
Q3 | $16K | Buy |
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