Financial Advocates Investment Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-44,020
| Closed | -$1.13M | – | 827 |
|
|
2021
Q4 | $1.13M | Sell |
44,020
-1,772
| -4% | -$45.5K | 0.07% | 296 |
|
|
2021
Q3 | $1.19M | Buy |
45,792
+433
| +1% | +$11.3K | 0.08% | 279 |
|
|
2021
Q2 | $1.18M | Buy |
45,359
+1,046
| +2% | +$27.3K | 0.08% | 285 |
|
|
2021
Q1 | $1.16M | Sell |
44,313
-2,370
| -5% | -$61.9K | 0.08% | 273 |
|
|
2020
Q4 | $1.23M | Buy |
46,683
+19
| +0% | +$499 | 0.08% | 265 |
|
|
2020
Q3 | $1.22M | Sell |
46,664
-2,334
| -5% | -$61.2K | 0.1% | 202 |
|
|
2020
Q2 | $1.29M | Buy |
48,998
+1,067
| +2% | +$28K | 0.12% | 194 |
|
|
2020
Q1 | $1.2M | Buy |
47,931
+1,011
| +2% | +$25.3K | 0.17% | 157 |
|
|
2019
Q4 | $1.2M | Buy |
46,920
+6,361
| +16% | +$163K | 0.13% | 187 |
|
|
2019
Q3 | $1.04M | Sell |
40,559
-624
| -2% | -$16K | 0.12% | 184 |
|
|
2019
Q2 | $1.05M | Buy |
41,183
+436
| +1% | +$11.1K | 0.12% | 178 |
|
|
2019
Q1 | $1.02M | Sell |
40,747
-2,002
| -5% | -$50.1K | 0.13% | 177 |
|
|
2018
Q4 | $1.03M | Buy |
+42,749
| New | +$1.03M | 0.14% | 165 |
|