Rockbridge Investment Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,716
| Closed | -$43.3K | – | 811 |
|
|
2022
Q1 | $43.3K | Hold |
1,716
| – | – | 0.01% | 313 |
|
|
2021
Q4 | $44K | Hold |
1,716
| – | – | 0.01% | 366 |
|
|
2021
Q3 | $45K | Hold |
1,716
| – | – | 0.01% | 335 |
|
|
2021
Q2 | $45K | Hold |
1,716
| – | – | 0.01% | 335 |
|
|
2021
Q1 | $45K | Hold |
1,716
| – | – | 0.01% | 309 |
|
|
2020
Q4 | $45K | Hold |
1,716
| – | – | 0.01% | 298 |
|
|
2020
Q3 | $45K | Buy |
+1,716
| New | +$45K | 0.01% | 282 |
|