FMWA
IBDN
Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Hold |
0
| – | -$903K | – | 406 |
|
|
2022
Q3 | – | Hold |
0
| – | -$903K | – | 200 |
|
|
2022
Q2 | – | Hold |
0
| – | -$904K | – | 195 |
|
|
2022
Q1 | – | Hold |
0
| – | -$956K | – | 149 |
|
|
2021
Q4 | – | Hold |
0
| – | -$1.06M | – | 143 |
|
|
2021
Q3 | – | Hold |
0
| – | -$1.07M | – | 132 |
|
|
2021
Q2 | – | Hold |
0
| – | -$1.07M | – | 130 |
|
|
2021
Q1 | – | Sell |
-42,037
| Closed | -$1.08M | – | 130 |
|
|
2020
Q4 | $1.08M | Hold |
42,037
| – | – | 0.05% | 144 |
|
|
2020
Q3 | $1.08M | Buy |
42,037
+1,948
| +5% | +$49.9K | 0.06% | 129 |
|
|
2020
Q2 | $1.03M | Sell |
40,089
-3,673
| -8% | -$94.3K | 0.07% | 132 |
|
|
2020
Q1 | $1.09M | Buy |
+43,762
| New | +$1.09M | 0.09% | 104 |
|
|
2019
Q4 | – | Hold |
0
| – | -$1.29M | – | 100 |
|
|
2019
Q3 | – | Hold |
0
| – | -$840K | – | 103 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 117 |
|