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
-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

Concentric Wealth Management's IBCD Position: Q2 2020 in Review

Concentric Wealth Management sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q2 2020, closing a stake of 9,900 shares — an estimated $243K sold.

Concentric Wealth Management first reported a position in IBCD in Q4 2019 and held it in 2 quarters. The position peaked at $273K in Q4 2019. 0 funds tracked by Wall St. Rank hold IBCD as of Q2 2020.

  • Concentric Wealth Management reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q2 2020 after selling out during the quarter.
  • Concentric Wealth Management sold 9,900 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q2 2020, an estimated $243K.
  • Concentric Wealth Management first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q4 2019 and held it in 2 quarters.
  • Concentric Wealth Management's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $273K in Q4 2019.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q2 2020.

Based on Concentric Wealth Management's 13F filing for Q2 2020, filed 11 Aug 2020.