Mascoma 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
Q4 | – | Sell |
-1,611
| Closed | -$40K | – | 661 |
|
2022
Q3 | $40K | Hold |
1,611
| – | – | 0.01% | 257 |
|
2022
Q2 | $40K | Hold |
1,611
| – | – | 0.01% | 272 |
|
2022
Q1 | $40K | Hold |
1,611
| – | – | 0.01% | 296 |
|
2021
Q4 | $41K | Hold |
1,611
| – | – | 0.01% | 248 |
|
2021
Q3 | $41K | Buy |
+1,611
| New | +$41K | 0.02% | 229 |
|
2021
Q2 | – | Sell |
-1,611
| Closed | -$41K | – | 474 |
|
2021
Q1 | $41K | Buy |
+1,611
| New | +$41K | 0.02% | 231 |
|