SWM
IBDM

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

Shakespeare Wealth 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
2020
Q1 		– Sell
-14,128
Closed -$353K – 74
2019
Q4 		$353K Buy
14,128
+32
+0.2% +$800 0.19% 54
2019
Q3 		$352K Buy
14,096
+93
+0.7% +$2.32K 0.2% 53
2019
Q2 		$349K Buy
+14,003
New +$349K 0.23% 52