SWPG
IBDL

Strategic Wealth Partners Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Strategic Wealth Partners Group’s Portfolio IBDL Stock Details IBDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-13,990
Closed -$353K – 64
2020
Q1 		$353K Sell
13,990
-9,235
-40% -$233K 0.1% 43
2019
Q4 		$588K Buy
+23,225
New +$588K 0.14% 37