Financial Advocates Investment Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,183
| Closed | -$217K | – | 823 |
|
|
2022
Q4 | $217K | Hold |
8,183
| – | – | 0.02% | 659 |
|
|
2022
Q3 | $216K | Sell |
8,183
-320
| -4% | -$8.45K | 0.02% | 651 |
|
|
2022
Q2 | $225K | Buy |
8,503
+1
| +0% | +$26 | 0.02% | 586 |
|
|
2022
Q1 | $226K | Hold |
8,502
| – | – | 0.01% | 657 |
|
|
2021
Q4 | $228K | Buy |
8,502
+1
| +0% | +$27 | 0.01% | 692 |
|
|
2021
Q3 | $229K | Sell |
8,501
-213
| -2% | -$5.74K | 0.02% | 669 |
|
|
2021
Q2 | $236K | Buy |
8,714
+1
| +0% | +$27 | 0.02% | 648 |
|
|
2021
Q1 | $237K | Buy |
8,713
+1
| +0% | +$27 | 0.02% | 661 |
|
|
2020
Q4 | $238K | Sell |
8,712
-599
| -6% | -$16.4K | 0.02% | 623 |
|
|
2020
Q3 | $255K | Buy |
9,311
+2
| +0% | +$55 | 0.02% | 505 |
|
|
2020
Q2 | $255K | Buy |
+9,309
| New | +$255K | 0.02% | 488 |
|