AFT Forsyth & Company’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-25,520
| Closed | -$634K | – | 147 |
|
|
2019
Q3 | $634K | Hold |
25,520
| – | – | 0.52% | 65 |
|
|
2019
Q2 | $635K | Hold |
25,520
| – | – | 0.52% | 68 |
|
|
2019
Q1 | $634K | Hold |
25,520
| – | – | 0.55% | 67 |
|
|
2018
Q4 | $633K | Hold |
25,520
| – | – | 0.63% | 57 |
|
|
2018
Q3 | $633K | Hold |
25,520
| – | – | 0.53% | 66 |
|
|
2018
Q2 | $632K | Hold |
25,520
| – | – | 0.55% | 65 |
|
|
2018
Q1 | $632K | Buy |
25,520
+15,600
| +157% | +$386K | 0.59% | 58 |
|
|
2017
Q4 | $247K | Buy |
+9,920
| New | +$247K | 0.24% | 117 |
|