Strategic Wealth Partners 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
Q4 | – | Sell |
-14,373
| Closed | -$355K | – | 69 |
|
|
2021
Q3 | $355K | Buy |
+14,373
| New | +$355K | 0.07% | 51 |
|
|
2021
Q1 | $329K | Hold |
13,232
| – | – | 0.07% | 53 |
|
|
2020
Q4 | $330K | Sell |
13,232
-1,385
| -9% | -$34.5K | 0.07% | 52 |
|
|
2020
Q3 | $366K | Buy |
14,617
+3,566
| +32% | +$89.3K | 0.09% | 47 |
|
|
2020
Q2 | $278K | Sell |
11,051
-828
| -7% | -$20.8K | 0.07% | 51 |
|
|
2020
Q1 | $293K | Sell |
11,879
-6,222
| -34% | -$153K | 0.09% | 47 |
|
|
2019
Q4 | $452K | Buy |
+18,101
| New | +$452K | 0.11% | 43 |
|