FMWA
IBDM
Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Hold |
0
| – | – | – | 288 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 184 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 180 |
|
|
2021
Q1 | – | Sell |
-20,737
| Closed | -$517K | – | 173 |
|
|
2020
Q4 | $517K | Hold |
20,737
| – | – | 0.03% | 220 |
|
|
2020
Q3 | $519K | Buy |
20,737
+1,992
| +11% | +$49.9K | 0.03% | 203 |
|
|
2020
Q2 | $471K | Hold |
18,745
| – | – | 0.03% | 204 |
|
|
2020
Q1 | $462K | Buy |
+18,745
| New | +$462K | 0.04% | 182 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 152 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 133 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 193 |
|