SWM
IBDM

Segment Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Segment Wealth Management’s Portfolio IBDM Stock Details IBDM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-8,700
Closed -$217K – 228
2020
Q4 		$217K Sell
8,700
-2,485
-22% -$62K 0.03% 206
2020
Q3 		$280K Buy
11,185
+785
+8% +$19.7K 0.05% 172
2020
Q2 		$262K Buy
+10,400
New +$262K 0.05% 179