RW
IBDM
RVW Wealth’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-652,356
| Closed | -$16M | – | 145 |
|
|
2021
Q3 | $16M | Sell |
652,356
-117,498
| -15% | -$2.88M | 1.92% | 26 |
|
|
2021
Q2 | $19M | Buy |
769,854
+6,352
| +0.8% | +$157K | 2.38% | 20 |
|
|
2021
Q1 | $19M | Buy |
763,502
+70,116
| +10% | +$1.74M | 2.48% | 19 |
|
|
2020
Q4 | $17M | Buy |
693,386
+59,463
| +9% | +$1.46M | 2.49% | 18 |
|
|
2020
Q3 | $15.9M | Buy |
633,923
+71,118
| +13% | +$1.78M | 2.68% | 17 |
|
|
2020
Q2 | $14.2M | Buy |
562,805
+62,527
| +12% | +$1.57M | 2.59% | 18 |
|
|
2020
Q1 | $12.3M | Sell |
500,278
-83,998
| -14% | -$2.07M | 2.88% | 9 |
|
|
2019
Q4 | $14.6M | Buy |
584,276
+46,198
| +9% | +$1.15M | 3.19% | 13 |
|
|
2019
Q3 | $13.5M | Sell |
538,078
-17,727
| -3% | -$443K | 3.2% | 13 |
|
|
2019
Q2 | $13.9M | Buy |
555,805
+54,435
| +11% | +$1.36M | 3.3% | 12 |
|
|
2019
Q1 | $12.4M | Buy |
+501,370
| New | +$12.4M | 3.16% | 12 |
|