Kestra Private Wealth Services’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
Q4 | – | Sell |
-15,500
| Closed | -$388K | – | 1017 |
|
|
2022
Q3 | $388K | Buy |
15,500
+2
| +0% | +$50 | 0.02% | 571 |
|
|
2022
Q2 | $388K | Sell |
15,498
-688
| -4% | -$17.2K | 0.02% | 584 |
|
|
2022
Q1 | $405K | Sell |
16,186
-15,058
| -48% | -$377K | 0.02% | 647 |
|
|
2021
Q4 | $785K | Buy |
+31,244
| New | +$785K | 0.04% | 456 |
|
|
2020
Q4 | – | Sell |
-8,019
| Closed | -$206K | – | 799 |
|
|
2020
Q3 | $206K | Buy |
+8,019
| New | +$206K | 0.02% | 596 |
|