Rockbridge Investment Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,960
| Closed | -$52K | – | 816 |
|
|
2022
Q1 | $52K | Sell |
1,960
-2,860
| -59% | -$75.8K | 0.01% | 288 |
|
|
2021
Q4 | $129K | Hold |
4,820
| – | – | 0.02% | 221 |
|
|
2021
Q3 | $130K | Hold |
4,820
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $131K | Hold |
4,820
| – | – | 0.02% | 199 |
|
|
2021
Q1 | $131K | Hold |
4,820
| – | – | 0.02% | 183 |
|
|
2020
Q4 | $131K | Hold |
4,820
| – | – | 0.03% | 177 |
|
|
2020
Q3 | $132K | Hold |
4,820
| – | – | 0.03% | 158 |
|
|
2020
Q2 | $132K | Buy |
+4,820
| New | +$132K | 0.03% | 150 |
|