Retirement Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-3,036
| Closed | -$86K | – | 703 |
|
2021
Q1 | $86K | Sell |
3,036
-1,437
| -32% | -$40.7K | 0.04% | 203 |
|
2020
Q4 | $132K | Sell |
4,473
-658
| -13% | -$19.4K | 0.06% | 156 |
|
2020
Q3 | $149K | Buy |
5,131
+1,653
| +48% | +$48K | 0.08% | 147 |
|
2020
Q2 | $100K | Buy |
+3,478
| New | +$100K | 0.06% | 165 |
|
2019
Q4 | $14K | Buy |
+504
| New | +$14K | 0.01% | 361 |
|