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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
2020
Q1 		$243K Sell
2019
Q4 		$273K Buy