Meridian Wealth Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-1,839
| Closed | -$46K | – | 1489 |
|
|
2021
Q1 | $46K | Buy |
1,839
+6
| +0.3% | +$150 | 0.01% | 166 |
|
|
2020
Q4 | $46K | Buy |
1,833
+12
| +0.7% | +$301 | 0.02% | 151 |
|
|
2020
Q3 | $46K | Buy |
1,821
+10
| +0.6% | +$253 | 0.02% | 132 |
|
|
2020
Q2 | $46K | Buy |
1,811
+11
| +0.6% | +$279 | 0.02% | 136 |
|
|
2020
Q1 | $44K | Buy |
1,800
+8
| +0.4% | +$196 | 0.03% | 131 |
|
|
2019
Q4 | $45K | Buy |
+1,792
| New | +$45K | 0.03% | 137 |
|