Integrated Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $208K | Buy |
+8,366
| New | +$208K | 0.07% | 249 |
|
|
2016
Q4 | – | Sell |
-6,992
| Closed | -$179K | – | 1256 |
|
|
2016
Q3 | $179K | Buy |
6,992
+1,505
| +27% | +$38.5K | 0.06% | 242 |
|
|
2016
Q2 | $140K | Buy |
5,487
+1,354
| +33% | +$34.5K | 0.05% | 267 |
|
|
2016
Q1 | $103K | Buy |
4,133
+837
| +25% | +$20.9K | 0.04% | 280 |
|
|
2015
Q4 | $80K | Buy |
+3,296
| New | +$80K | 0.03% | 318 |
|