Obermeyer 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
Q4 | – | Sell |
-377,454
| Closed | -$9.33M | – | 242 |
|
|
2021
Q3 | $9.33M | Sell |
377,454
-48,759
| -11% | -$1.21M | 0.52% | 38 |
|
|
2021
Q2 | $10.6M | Sell |
426,213
-111,802
| -21% | -$2.77M | 0.59% | 40 |
|
|
2021
Q1 | $13.4M | Sell |
538,015
-243,898
| -31% | -$6.06M | 0.82% | 35 |
|
|
2020
Q4 | $19.5M | Sell |
781,913
-28,934
| -4% | -$721K | 1.29% | 32 |
|
|
2020
Q3 | $20.3M | Buy |
+810,847
| New | +$20.3M | 1.52% | 29 |
|