IWM
IBDO

Integrated Wealth Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Integrated Wealth Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,146
Closed -$107K – 1074
2016
Q3 		$107K Hold
4,146
– – 0.04% 313
2016
Q2 		$107K Hold
4,146
– – 0.04% 307
2016
Q1 		$104K Buy
4,146
+838
+25% +$21K 0.04% 277
2015
Q4 		$80K Buy
+3,308
New +$80K 0.03% 317