RWM
IBDL
Ritholtz Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-69,711
| Closed | -$1.76M | – | 395 |
|
|
2020
Q3 | $1.76M | Buy |
69,711
+2,498
| +4% | +$63K | 0.2% | 51 |
|
|
2020
Q2 | $1.7M | Buy |
67,213
+37,398
| +125% | +$947K | 0.22% | 41 |
|
|
2020
Q1 | $752K | Sell |
29,815
-1,710
| -5% | -$43.1K | 0.12% | 62 |
|
|
2019
Q4 | $798K | Buy |
31,525
+1,180
| +4% | +$29.9K | 0.12% | 65 |
|
|
2019
Q3 | $770K | Buy |
30,345
+5,000
| +20% | +$127K | 0.13% | 59 |
|
|
2019
Q2 | $642K | Hold |
25,345
| – | – | 0.11% | 60 |
|
|
2019
Q1 | $640K | Buy |
25,345
+4,645
| +22% | +$117K | 0.12% | 63 |
|
|
2018
Q4 | $517K | Buy |
+20,700
| New | +$517K | 0.12% | 61 |
|