W
IBDL

WealthStone’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

WealthStone’s Portfolio IBDL Stock Details IBDL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-11,854
Closed -$299K – 263
2020
Q3 		$299K Sell
11,854
-3,963
-25% -$100K 0.14% 106
2020
Q2 		$401K Buy
+15,817
New +$401K 0.19% 79