Resonant Capital Advisors’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 |
-10,772
| Closed | -$271K | – | 232 |
|
|
2021
Q4 | $271K | Sell |
10,772
-4,953
| -31% | -$125K | 0.04% | 180 |
|
|
2021
Q3 | $398K | Hold |
15,725
| – | – | 0.07% | 146 |
|
|
2021
Q2 | $399K | Buy |
15,725
+198
| +1% | +$5.02K | 0.08% | 131 |
|
|
2021
Q1 | $395K | Hold |
15,527
| – | – | 0.08% | 125 |
|
|
2020
Q4 | $397K | Hold |
15,527
| – | – | 0.09% | 119 |
|
|
2020
Q3 | $398K | Buy |
15,527
+3,696
| +31% | +$94.7K | 0.11% | 103 |
|
|
2020
Q2 | $304K | Sell |
11,831
-51,246
| -81% | -$1.32M | 0.09% | 141 |
|
|
2020
Q1 | $1.56M | Sell |
63,077
-12,521
| -17% | -$310K | 0.57% | 56 |
|
|
2019
Q4 | $1.91M | Buy |
+75,598
| New | +$1.91M | 0.6% | 50 |
|