PFWA
IBDM
Paces Ferry Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-16,308
| Closed | -$403K | – | 124 |
|
|
2021
Q3 | $403K | Buy |
16,308
+28
| +0.2% | +$692 | 0.32% | 69 |
|
|
2021
Q2 | $403K | Buy |
16,280
+50
| +0.3% | +$1.24K | 0.31% | 74 |
|
|
2021
Q1 | $403K | Hold |
16,230
| – | – | 0.35% | 67 |
|
|
2020
Q4 | $404K | Hold |
16,230
| – | – | 0.37% | 68 |
|
|
2020
Q3 | $407K | Buy |
+16,230
| New | +$407K | 0.35% | 64 |
|