Financial Partners Group (Kansas)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,319
| Closed | -$208K | – | 92 |
|
|
2019
Q4 | $208K | Sell |
8,319
-125
| -1% | -$3.13K | 0.08% | 77 |
|
|
2019
Q3 | $211K | Sell |
8,444
-7,952
| -48% | -$199K | 0.09% | 74 |
|
|
2019
Q2 | $409K | Sell |
16,396
-12,808
| -44% | -$319K | 0.19% | 50 |
|
|
2019
Q1 | $722K | Buy |
29,204
+15,114
| +107% | +$374K | 0.39% | 41 |
|
|
2018
Q4 | $343K | Buy |
+14,090
| New | +$343K | 0.22% | 57 |
|