Obermeyer Wealth Partners’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
Q1 | – | Sell |
-28,899
| Closed | -$727K | – | 248 |
|
|
2021
Q4 | $727K | Hold |
28,899
| – | – | 0.04% | 97 |
|
|
2021
Q3 | $732K | Buy |
28,899
+8,899
| +44% | +$225K | 0.04% | 92 |
|
|
2021
Q2 | $508K | Hold |
20,000
| – | – | 0.03% | 126 |
|
|
2021
Q1 | $509K | Hold |
20,000
| – | – | 0.03% | 127 |
|
|
2020
Q4 | $511K | Hold |
20,000
| – | – | 0.03% | 86 |
|
|
2020
Q3 | $513K | Buy |
+20,000
| New | +$513K | 0.04% | 83 |
|