EP Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN 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 | $3.78M | Sell |
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|
2022
Q2 | $3.83M | Sell |
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|
2022
Q1 | $3.93M | Sell |
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|
2021
Q4 | $3.99M | Sell |
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|
2021
Q3 | $4.08M | Sell |
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|
2021
Q2 | $4.1M | Sell |
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|
2021
Q1 | $4.23M | Sell |
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|
2020
Q4 | $4.28M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4.49M | Sell |
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|
2020
Q1 | $4.65M | Buy |
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|
2019
Q4 | $4.04M | Buy |
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