KNW
IBDM

Kesler Norman & Wride’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Kesler Norman & Wride’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-162,720
Closed -$4.02M – 152
2021
Q3 		$4.02M Sell
162,720
-3,247
-2% -$80.3K 0.95% 44
2021
Q2 		$4.11M Sell
165,967
-110
-0.1% -$2.73K 0.95% 44
2021
Q1 		$4.13M Buy
166,077
+6,538
+4% +$162K 1.02% 36
2020
Q4 		$3.97M Buy
+159,539
New +$3.97M 1.11% 35