WFA
IBDM

Wells Financial Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Wells Financial Advisors’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
Q4 		– Sell
-33,757
Closed -$835K – 64
2021
Q3 		$835K Hold
33,757
– – 0.71% 25
2021
Q2 		$836K Hold
33,757
– – 0.71% 25
2021
Q1 		$839K Sell
33,757
-3,240
-9% -$80.5K 0.75% 25
2020
Q4 		$922K Buy
+36,997
New +$922K 0.79% 23