AP
Appleton Partners’s SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,865
| Closed | -$334K | – | 261 |
|
|
2018
Q2 | $334K | Sell |
9,865
-10,030
| -50% | -$340K | 0.05% | 211 |
|
|
2018
Q1 | $716K | Sell |
19,895
-22,270
| -53% | -$801K | 0.11% | 158 |
|
|
2017
Q4 | $1.49M | Sell |
42,165
-10,410
| -20% | -$368K | 0.23% | 104 |
|
|
2017
Q3 | $1.82M | Buy |
52,575
+343
| +0.7% | +$11.8K | 0.31% | 88 |
|
|
2017
Q2 | $1.74M | Buy |
52,232
+1,475
| +3% | +$49.1K | 0.29% | 88 |
|
|
2017
Q1 | $1.59M | Buy |
+50,757
| New | +$1.59M | 0.29% | 92 |
|