Financial Advocates Investment Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-9,974
| Closed | -$247K | – | 825 |
|
|
2021
Q3 | $247K | Buy |
9,974
+1
| +0% | +$25 | 0.02% | 650 |
|
|
2021
Q2 | $247K | Sell |
9,973
-45,497
| -82% | -$1.13M | 0.02% | 638 |
|
|
2021
Q1 | $1.38M | Sell |
55,470
-2,438
| -4% | -$60.6K | 0.1% | 239 |
|
|
2020
Q4 | $1.44M | Buy |
57,908
+27
| +0% | +$673 | 0.1% | 232 |
|
|
2020
Q3 | $1.45M | Sell |
57,881
-943
| -2% | -$23.6K | 0.12% | 174 |
|
|
2020
Q2 | $1.48M | Buy |
58,824
+9,102
| +18% | +$229K | 0.14% | 173 |
|
|
2020
Q1 | $1.23M | Buy |
49,722
+914
| +2% | +$22.5K | 0.17% | 153 |
|
|
2019
Q4 | $1.22M | Buy |
48,808
+6,478
| +15% | +$162K | 0.13% | 184 |
|
|
2019
Q3 | $1.06M | Buy |
42,330
+963
| +2% | +$24.1K | 0.12% | 182 |
|
|
2019
Q2 | $1.03M | Buy |
41,367
+431
| +1% | +$10.7K | 0.12% | 180 |
|
|
2019
Q1 | $1.01M | Sell |
40,936
-1,991
| -5% | -$49.2K | 0.13% | 179 |
|
|
2018
Q4 | $1.05M | Buy |
+42,927
| New | +$1.05M | 0.14% | 164 |
|