SVWAG
IBDM
Sound View Wealth Advisors Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-113,223
| Closed | -$2.81M | – | 298 |
|
|
2021
Q2 | $2.81M | Sell |
113,223
-147,349
| -57% | -$3.65M | 0.59% | 46 |
|
|
2021
Q1 | $6.48M | Sell |
260,572
-26,893
| -9% | -$668K | 1.51% | 15 |
|
|
2020
Q4 | $7.16M | Buy |
287,465
+4,800
| +2% | +$120K | 1.75% | 12 |
|
|
2020
Q3 | $7.08M | Buy |
282,665
+21,510
| +8% | +$539K | 1.86% | 12 |
|
|
2020
Q2 | $6.57M | Buy |
261,155
+35,242
| +16% | +$886K | 1.85% | 11 |
|
|
2020
Q1 | $5.57M | Buy |
225,913
+997
| +0.4% | +$24.6K | 1.92% | 8 |
|
|
2019
Q4 | $5.61M | Buy |
224,916
+47,780
| +27% | +$1.19M | 1.58% | 12 |
|
|
2019
Q3 | $4.43M | Buy |
177,136
+19,409
| +12% | +$485K | 1.32% | 17 |
|
|
2019
Q2 | $3.93M | Buy |
+157,727
| New | +$3.93M | 1.16% | 20 |
|