Retirement Group’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,376
| Closed | -$63K | – | 702 |
|
|
2021
Q1 | $63K | Sell |
2,376
-2,055
| -46% | -$54.5K | 0.03% | 246 |
|
|
2020
Q4 | $134K | Sell |
4,431
-1,288
| -23% | -$39K | 0.06% | 154 |
|
|
2020
Q3 | $155K | Buy |
5,719
+1,312
| +30% | +$35.6K | 0.09% | 142 |
|
|
2020
Q2 | $119K | Buy |
+4,407
| New | +$119K | 0.07% | 146 |
|
|
2019
Q4 | $32K | Buy |
+1,224
| New | +$32K | 0.02% | 266 |
|