APC
IBCE
Asset Planning Corporation’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-11,760
| Closed | -$285K | – | 39 |
|
|
2022
Q4 | $285K | Hold |
11,760
| – | – | 0.24% | 29 |
|
|
2022
Q3 | $285K | Hold |
11,760
| – | – | 0.27% | 28 |
|
|
2022
Q2 | $285K | Hold |
11,760
| – | – | 0.25% | 30 |
|
|
2022
Q1 | $286K | Hold |
11,760
| – | – | 0.25% | 29 |
|
|
2021
Q4 | $288K | Hold |
11,760
| – | – | 0.25% | 30 |
|
|
2021
Q3 | $291K | Buy |
11,760
+38
| +0.3% | +$940 | 0.27% | 28 |
|
|
2021
Q2 | $291K | Buy |
11,722
+58
| +0.5% | +$1.44K | 0.28% | 28 |
|
|
2021
Q1 | $290K | Buy |
11,664
+42
| +0.4% | +$1.04K | 0.3% | 25 |
|
|
2020
Q4 | $291K | Buy |
+11,622
| New | +$291K | 0.29% | 24 |
|