Cypress Wealth Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $312K | Sell |
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|
2021
Q2 | $524K | Sell |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $546K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $383K | Sell |
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|
2020
Q1 | $380K | Buy |
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|
2019
Q4 | $384K | Sell |
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|
2019
Q3 | $405K | Buy |
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|
2019
Q2 | $384K | Buy |
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|
2019
Q1 | $373K | Buy |
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|
2018
Q4 | $367K | Sell |
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|
2018
Q3 | $430K | Buy |
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|
2018
Q2 | $425K | Buy |
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|
2018
Q1 | $329K | Buy |
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|
2017
Q4 | – | Hold |
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