Resonant Capital Advisors’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 |
-8,749
| Closed | -$216K | – | 213 |
|
|
2021
Q3 | $216K | Hold |
8,749
| – | – | 0.04% | 182 |
|
|
2021
Q2 | $217K | Buy |
+8,749
| New | +$217K | 0.04% | 168 |
|
|
2020
Q4 | – | Sell |
-11,203
| Closed | -$281K | – | 175 |
|
|
2020
Q3 | $281K | Sell |
11,203
-843
| -7% | -$21.1K | 0.08% | 135 |
|
|
2020
Q2 | $303K | Sell |
12,046
-59,523
| -83% | -$1.5M | 0.09% | 143 |
|
|
2020
Q1 | $1.76M | Sell |
71,569
-12,118
| -14% | -$299K | 0.64% | 44 |
|
|
2019
Q4 | $2.09M | Buy |
+83,687
| New | +$2.09M | 0.66% | 42 |
|