Colton Groome Financial Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-15,700
| Closed | -$393K | – | 131 |
|
2022
Q3 | $393K | Hold |
15,700
| – | – | 0.2% | 67 |
|
2022
Q2 | $393K | Hold |
15,700
| – | – | 0.2% | 62 |
|
2022
Q1 | $393K | Hold |
15,700
| – | – | 0.18% | 66 |
|
2021
Q4 | $395K | Hold |
15,700
| – | – | 0.16% | 89 |
|
2021
Q3 | $398K | Hold |
15,700
| – | – | 0.17% | 79 |
|
2021
Q2 | $399K | Hold |
15,700
| – | – | 0.18% | 77 |
|
2021
Q1 | $400K | Buy |
+15,700
| New | +$400K | 0.22% | 44 |
|