Financial Gravity Asset 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 |
-642
| Closed | -$25K | – | 1039 |
|
|
2021
Q3 | $25K | Sell |
642
-14
| -2% | -$545 | 0.01% | 763 |
|
|
2021
Q2 | $25K | Buy |
+656
| New | +$25K | 0.01% | 770 |
|
|
2020
Q2 | – | Sell |
-2
| Closed | – | – | 1104 |
|
|
2020
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1481 |
|
|
2019
Q4 | $0 | Sell |
2
-16,394
| -100% | – | ﹤0.01% | 1888 |
|
|
2019
Q3 | $410K | Sell |
16,396
-5,567
| -25% | -$139K | 0.35% | 63 |
|
|
2019
Q2 | $548K | Sell |
21,963
-4,041
| -16% | -$101K | 0.45% | 60 |
|
|
2019
Q1 | $641K | Buy |
+26,004
| New | +$641K | 0.52% | 47 |
|
|
2018
Q3 | $107K | Buy |
4,412
+3,059
| +226% | +$74.2K | 0.11% | 208 |
|
|
2018
Q2 | $33K | Buy |
1,353
+154
| +13% | +$3.76K | 0.03% | 413 |
|
|
2018
Q1 | $29K | Buy |
+1,199
| New | +$29K | 0.03% | 473 |
|