Kestra Advisory Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-231,421
| Closed | -$5.72M | – | 2253 |
|
2021
Q3 | $5.72M | Sell |
231,421
-7,494
| -3% | -$185K | 0.06% | 343 |
|
2021
Q2 | $5.92M | Buy |
238,915
+276
| +0.1% | +$6.84K | 0.07% | 322 |
|
2021
Q1 | $5.93M | Sell |
238,639
-52,881
| -18% | -$1.31M | 0.08% | 292 |
|
2020
Q4 | $7.26M | Buy |
291,520
+48,011
| +20% | +$1.2M | 0.08% | 261 |
|
2020
Q3 | $6.12M | Buy |
+243,509
| New | +$6.12M | 0.11% | 215 |
|