SVWAG
IBDL
Sound View Wealth Advisors Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-35,764
| Closed | -$902K | – | 264 |
|
|
2020
Q3 | $902K | Sell |
35,764
-156,826
| -81% | -$3.96M | 0.24% | 99 |
|
|
2020
Q2 | $4.88M | Buy |
192,590
+52,298
| +37% | +$1.32M | 1.37% | 17 |
|
|
2020
Q1 | $3.54M | Buy |
140,292
+4,348
| +3% | +$110K | 1.22% | 23 |
|
|
2019
Q4 | $3.44M | Buy |
135,944
+34,876
| +35% | +$882K | 0.97% | 33 |
|
|
2019
Q3 | $2.56M | Buy |
101,068
+7,572
| +8% | +$192K | 0.76% | 42 |
|
|
2019
Q2 | $2.37M | Buy |
+93,496
| New | +$2.37M | 0.7% | 44 |
|