Financial Advocates Investment Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-8,586
| Closed | -$215K | – | 896 |
|
|
2022
Q3 | $215K | Hold |
8,586
| – | – | 0.02% | 653 |
|
|
2022
Q2 | $215K | Buy |
+8,586
| New | +$215K | 0.02% | 605 |
|
|
2021
Q4 | – | Sell |
-11,724
| Closed | -$297K | – | 824 |
|
|
2021
Q3 | $297K | Hold |
11,724
| – | – | 0.02% | 617 |
|
|
2021
Q2 | $298K | Hold |
11,724
| – | – | 0.02% | 605 |
|
|
2021
Q1 | $298K | Sell |
11,724
-794
| -6% | -$20.2K | 0.02% | 595 |
|
|
2020
Q4 | $320K | Buy |
12,518
+318
| +3% | +$8.13K | 0.02% | 545 |
|
|
2020
Q3 | $313K | Hold |
12,200
| – | – | 0.03% | 460 |
|
|
2020
Q2 | $313K | Buy |
+12,200
| New | +$313K | 0.03% | 442 |
|