Laidlaw Wealth Management’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
Q3 | – | Sell |
-13,700
| Closed | -$343K | – | 387 |
|
|
2022
Q2 | $343K | Hold |
13,700
| – | – | 0.07% | 246 |
|
|
2022
Q1 | $343K | Hold |
13,700
| – | – | 0.06% | 278 |
|
|
2021
Q4 | $344K | Hold |
13,700
| – | – | 0.06% | 282 |
|
|
2021
Q3 | $347K | Hold |
13,700
| – | – | 0.09% | 181 |
|
|
2021
Q2 | $348K | Hold |
13,700
| – | – | 0.09% | 185 |
|
|
2021
Q1 | $349K | Hold |
13,700
| – | – | 0.12% | 153 |
|
|
2020
Q4 | $350K | Hold |
13,700
| – | – | 0.07% | 238 |
|
|
2020
Q3 | $351K | Buy |
+13,700
| New | +$351K | 0.16% | 135 |
|