WWM
IBDN
WJ Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-700
| Closed | -$633K | – | 60 |
|
|
2022
Q3 | $633K | Sell |
700
-23,188
| -97% | -$21M | 0.4% | 30 |
|
|
2022
Q2 | $597K | Buy |
+23,888
| New | +$597K | 0.42% | 28 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 10 |
|
|
2021
Q2 | – | Sell |
-16,114
| Closed | -$410K | – | 48 |
|
|
2021
Q1 | $410K | Sell |
16,114
-1,200
| -7% | -$30.5K | 1.28% | 23 |
|
|
2020
Q4 | $443K | Sell |
17,314
-3,125
| -15% | -$80K | 1.38% | 21 |
|
|
2020
Q3 | $524K | Sell |
20,439
-31,141
| -60% | -$798K | 1.7% | 12 |
|
|
2020
Q2 | $1.32M | Buy |
51,580
+21,765
| +73% | +$558K | 0.93% | 18 |
|
|
2020
Q1 | $739K | Sell |
29,815
-3,680
| -11% | -$91.2K | 2.66% | 12 |
|
|
2019
Q4 | $847K | Buy |
+33,495
| New | +$847K | 2.14% | 13 |
|