Ellis Investment Partners’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
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|
2022
Q3 | $100K | Buy |
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|
2022
Q2 | $100K | Buy |
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|
2022
Q1 | $100K | Buy |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | $101K | Buy |
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|
2021
Q2 | $101K | Buy |
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|
2021
Q1 | $102K | Buy |
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|
2020
Q4 | $102K | Buy |
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|
2020
Q3 | $101K | Buy |
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|
2020
Q2 | $101K | Buy |
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|
2020
Q1 | $96K | Buy |
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|
2019
Q4 | $99K | Buy |
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|
2019
Q3 | $98K | Sell |
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|
2019
Q2 | $137K | Buy |
|