CGFA
IBDM

Colton Groome Financial Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Colton Groome Financial Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-16,100
Closed -$398K – 112
2021
Q3 		$398K Hold
16,100
– – 0.17% 80
2021
Q2 		$399K Hold
16,100
– – 0.18% 78
2021
Q1 		$400K Buy
+16,100
New +$400K 0.22% 45