SWM
IBDN

Shakespeare Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Shakespeare Wealth Management’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-16,702
Closed -$422K – 73
2019
Q4 		$422K Buy
16,702
+38
+0.2% +$960 0.23% 51
2019
Q3 		$422K Buy
16,664
+119
+0.7% +$3.01K 0.24% 49
2019
Q2 		$417K Buy
+16,545
New +$417K 0.27% 45