RIM
IBCE
Rockbridge Investment Management’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-9,069
| Closed | -$220K | – | 827 |
|
|
2022
Q1 | $220K | Sell |
9,069
-295
| -3% | -$7.17K | 0.03% | 147 |
|
|
2021
Q4 | $230K | Sell |
9,364
-306
| -3% | -$7.52K | 0.03% | 160 |
|
|
2021
Q3 | $239K | Hold |
9,670
| – | – | 0.04% | 131 |
|
|
2021
Q2 | $240K | Sell |
9,670
-404
| -4% | -$10K | 0.04% | 133 |
|
|
2021
Q1 | $251K | Hold |
10,074
| – | – | 0.05% | 123 |
|
|
2020
Q4 | $252K | Hold |
10,074
| – | – | 0.05% | 123 |
|
|
2020
Q3 | $253K | Hold |
10,074
| – | – | 0.06% | 114 |
|
|
2020
Q2 | $253K | Buy |
+10,074
| New | +$253K | 0.07% | 109 |
|