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Oppenheimer Asset Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Oppenheimer Asset Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-537
Closed -$14K – 1562
2019
Q4 		$14K Sell
537
-3,280
-86% -$84.9K ﹤0.01% 1474
2019
Q3 		$99K Sell
3,817
-525
-12% -$13.5K ﹤0.01% 1189
2019
Q2 		$111K Sell
4,342
-846
-16% -$20.9K ﹤0.01% 1199
2019
Q1 		$127K Buy
5,188
+2,054
+66% +$49.1K ﹤0.01% 1149
2018
Q4 		$73K Buy
+3,134
New +$72.8K ﹤0.01% 1261

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MFWM
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Bank of America
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Morgan Stanley
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CIM
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Wells Fargo
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TF
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Citadel Advisors
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