Executive Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-201
Closed -$5K 898
2019
Q2
$5K Buy
201
+1
+0.5% +$25 ﹤0.01% 724
2019
Q1
$5K Hold
200
﹤0.01% 662
2018
Q4
$5K Buy
+200
New +$5K ﹤0.01% 692