Kestra Private Wealth 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 |
-228,334
| Closed | -$5.65M | – | 1044 |
|
|
2021
Q3 | $5.65M | Sell |
228,334
-17,031
| -7% | -$421K | 0.32% | 68 |
|
|
2021
Q2 | $6.08M | Sell |
245,365
-18,367
| -7% | -$455K | 0.37% | 58 |
|
|
2021
Q1 | $6.55M | Sell |
263,732
-11,066
| -4% | -$275K | 0.46% | 47 |
|
|
2020
Q4 | $6.84M | Buy |
274,798
+21,489
| +8% | +$535K | 0.5% | 35 |
|
|
2020
Q3 | $6.38M | Buy |
+253,309
| New | +$6.38M | 0.55% | 36 |
|