Strategic Wealth Partners Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-13,835
| Closed | -$346K | – | 52 |
|
|
2022
Q3 | $346K | Hold |
13,835
| – | – | 0.08% | 39 |
|
|
2022
Q2 | $346K | Hold |
13,835
| – | – | 0.08% | 41 |
|
|
2022
Q1 | $346K | Sell |
13,835
-7,078
| -34% | -$177K | 0.07% | 44 |
|
|
2021
Q4 | $526K | Sell |
20,913
-1,930
| -8% | -$48.5K | 0.09% | 45 |
|
|
2021
Q3 | $578K | Buy |
+22,843
| New | +$578K | 0.11% | 42 |
|
|
2021
Q1 | $409K | Buy |
16,070
+3,034
| +23% | +$77.2K | 0.08% | 45 |
|
|
2020
Q4 | $333K | Sell |
13,036
-1,311
| -9% | -$33.5K | 0.07% | 50 |
|
|
2020
Q3 | $368K | Buy |
14,347
+5,181
| +57% | +$133K | 0.09% | 46 |
|
|
2020
Q2 | $235K | Hold |
9,166
| – | – | 0.06% | 58 |
|
|
2020
Q1 | $227K | Buy |
+9,166
| New | +$227K | 0.07% | 53 |
|