Aspiriant LLC’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Hold |
0
| – | -$3.16M | – | 216 |
|
|
2019
Q3 | – | Hold |
0
| – | -$3.13M | – | 50 |
|
|
2019
Q2 | – | Hold |
0
| – | -$3.09M | – | 57 |
|
|
2019
Q1 | – | Sell |
-123,355
| Closed | -$2.98M | – | 61 |
|
|
2018
Q4 | $2.98M | Hold |
123,355
| – | – | 0.23% | 64 |
|
|
2018
Q3 | $3M | Buy |
+123,355
| New | +$3M | 0.26% | 61 |
|