Aspiriant LLC’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Hold |
0
| – | -$3.13M | – | 217 |
|
2019
Q3 | – | Hold |
0
| – | -$3.13M | – | 51 |
|
2019
Q2 | – | Hold |
0
| – | -$3.12M | – | 58 |
|
2019
Q1 | – | Sell |
-120,000
| Closed | -$3M | – | 58 |
|
2018
Q4 | $3M | Hold |
120,000
| – | – | 0.23% | 63 |
|
2018
Q3 | $3M | Buy |
+120,000
| New | +$3M | 0.26% | 58 |
|