Steward Partners Investment Advisory’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
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|
2021
Q3 | $714K | Sell |
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|
2021
Q2 | $1M | Buy |
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|
2021
Q1 | $848K | Sell |
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|
2020
Q4 | $1.24M | Sell |
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|
2020
Q3 | $1.46M | Buy |
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|
2020
Q2 | $456K | Buy |
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|
2020
Q1 | $49K | Hold |
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|
2019
Q4 | $49K | Hold |
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|
2019
Q3 | $49K | Hold |
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|
2019
Q2 | $49K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $165K | Hold |
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|
2018
Q2 | $165K | Buy |
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