IWM
IBDF

Integrated Wealth Management’s iShares iBonds Dec 2016 Term Corporate ETF IBDF Stock Holding History

Integrated Wealth Management’s Portfolio IBDF Stock Details IBDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,592
Closed -$40K – 1285
2016
Q3 		$40K Hold
1,592
– – 0.01% 458
2016
Q2 		$40K Hold
1,592
– – 0.02% 449
2016
Q1 		$40K Hold
1,592
– – 0.02% 418
2015
Q4 		$40K Buy
+1,592
New +$40K 0.02% 441