RIM
IBDM

Rockbridge Investment Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Rockbridge Investment Management’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,791
Closed -$44K – 846
2021
Q3 		$44K Sell
1,791
-1,178
-40% -$28.9K 0.01% 338
2021
Q2 		$74K Hold
2,969
– – 0.01% 261
2021
Q1 		$74K Hold
2,969
– – 0.01% 251
2020
Q4 		$74K Hold
2,969
– – 0.02% 240
2020
Q3 		$74K Buy
+2,969
New +$74K 0.02% 225