CWM
IBCD

Concentric Wealth Management’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Concentric Wealth Management’s Portfolio IBCD Stock Details IBCD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-9,900
Closed -$243K – 121
2020
Q1 		$243K Sell
9,900
-1,200
-11% -$29.5K 0.13% 107
2019
Q4 		$273K Buy
+11,100
New +$273K 0.12% 111