SWM
IBDL

Shakespeare Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Shakespeare Wealth Management’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-13,690
Closed -$346K – 71
2019
Q4 		$346K Hold
13,690
– – 0.19% 55
2019
Q3 		$347K Hold
13,690
– – 0.2% 54
2019
Q2 		$347K Buy
+13,690
New +$347K 0.22% 53