Karn Couzens & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $1.35M | Buy |
53,799
+6,000
| +13% | +$150K | 0.86% | 23 |
|
|
2021
Q4 | $1.2M | Hold |
47,799
| – | – | 0.82% | 20 |
|
|
2021
Q3 | $1.21M | Buy |
47,799
+2,000
| +4% | +$50.6K | 0.92% | 20 |
|
|
2021
Q2 | $1.16M | Hold |
45,799
| – | – | 0.9% | 20 |
|
|
2021
Q1 | $1.17M | Buy |
45,799
+29,700
| +184% | +$756K | 1.05% | 19 |
|
|
2020
Q4 | $412K | Buy |
+16,099
| New | +$412K | 0.39% | 36 |
|