Sowa Financial Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-8,014
| Closed | -$200K | – | 241 |
|
|
2020
Q4 | $200K | Buy |
8,014
+25
| +0.3% | +$624 | 0.13% | 65 |
|
|
2020
Q3 | $200K | Buy |
7,989
+18
| +0.2% | +$451 | 0.14% | 61 |
|
|
2020
Q2 | $200K | Buy |
7,971
+22
| +0.3% | +$552 | 0.15% | 63 |
|
|
2020
Q1 | $196K | Buy |
7,949
+16
| +0.2% | +$395 | 0.17% | 52 |
|
|
2019
Q4 | $198K | Buy |
+7,933
| New | +$198K | 0.16% | 59 |
|