Integrated Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $221K | Buy |
+8,901
| New | +$221K | 0.07% | 236 |
|
|
2016
Q4 | – | Sell |
-6,716
| Closed | -$170K | – | 1261 |
|
|
2016
Q3 | $170K | Buy |
6,716
+1,505
| +29% | +$38.1K | 0.06% | 252 |
|
|
2016
Q2 | $132K | Buy |
5,211
+1,098
| +27% | +$27.8K | 0.05% | 274 |
|
|
2016
Q1 | $103K | Buy |
4,113
+836
| +26% | +$20.9K | 0.04% | 281 |
|
|
2015
Q4 | $80K | Buy |
+3,277
| New | +$80K | 0.03% | 319 |
|