Aspiriant LLC’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | -$3.08M | – | 221 |
|
|
2019
Q3 | – | Hold |
0
| – | -$3.07M | – | 54 |
|
|
2019
Q2 | – | Hold |
0
| – | -$3.04M | – | 60 |
|
|
2019
Q1 | – | Sell |
-123,102
| Closed | -$3M | – | 63 |
|
|
2018
Q4 | $3M | Hold |
123,102
| – | – | 0.23% | 62 |
|
|
2018
Q3 | $3M | Buy |
+123,102
| New | +$3M | 0.26% | 60 |
|