Kovitz Investment Group Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-31,900
| Closed | -$795K | – | 477 |
|
|
2021
Q4 | $795K | Buy |
+31,900
| New | +$789K | 0.02% | 307 |
|
|
2021
Q1 | – | Sell |
-31,900
| Closed | -$795K | – | 447 |
|
|
2020
Q4 | $795K | Sell |
31,900
-250
| -0.8% | -$6.24K | 0.02% | 300 |
|
|
2020
Q3 | $805K | Buy |
+32,150
| New | +$807K | 0.02% | 276 |
|