Wealth Advisory Solutions’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
Sell
-44,547
Closed -$1.3M 178
2020
Q3
$1.3M Sell
44,547
-20,068
-31% -$584K 0.34% 72
2020
Q2
$1.86M Buy
64,615
+32,748
+103% +$945K 0.52% 58
2020
Q1
$836K Sell
31,867
-427
-1% -$11.2K 0.28% 80
2019
Q4
$896K Buy
+32,294
New +$896K 0.24% 90