KWM
IBDN
Kingsview Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-9,987
| Closed | -$250K | – | 920 |
|
|
2022
Q3 | $250K | Hold |
9,987
| – | – | 0.01% | 687 |
|
|
2022
Q2 | $250K | Sell |
9,987
-980
| -9% | -$24.5K | 0.01% | 707 |
|
|
2022
Q1 | $275K | Hold |
10,967
| – | – | 0.01% | 727 |
|
|
2021
Q4 | $276K | Hold |
10,967
| – | – | 0.01% | 753 |
|
|
2021
Q3 | $278K | Hold |
10,967
| – | – | 0.01% | 706 |
|
|
2021
Q2 | $278K | Sell |
10,967
-158
| -1% | -$4.01K | 0.01% | 715 |
|
|
2021
Q1 | $283K | Buy |
+11,125
| New | +$283K | 0.02% | 664 |
|