W
IBDM

WealthStone’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

WealthStone’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q1 		$296K Hold
11,937
– – 0.1% 165
2020
Q4 		$297K Hold
11,937
– – 0.11% 135
2020
Q3 		$299K Sell
11,937
-3,987
-25% -$99.9K 0.14% 107
2020
Q2 		$400K Buy
+15,924
New +$400K 0.19% 82