JWCA
IBDD

J.W. Cole Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

J.W. Cole Advisors’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,245
Closed -$224K – 767
2021
Q1 		$224K Sell
8,245
-635
-7% -$17.3K 0.02% 598
2020
Q4 		$242K Buy
+8,880
New +$242K 0.03% 543
2020
Q1 		– Sell
-8,320
Closed -$223K – 534
2019
Q4 		$223K Buy
+8,320
New +$223K 0.03% 500