Asset Planning Services (Pennsylvania)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-12,995
| Closed | -$328K | – | 81 |
|
|
2020
Q3 | $328K | Sell |
12,995
-3,107
| -19% | -$78.4K | 0.14% | 63 |
|
|
2020
Q2 | $408K | Buy |
16,102
+17
| +0.1% | +$431 | 0.18% | 58 |
|
|
2020
Q1 | $406K | Buy |
16,085
+6
| +0% | +$151 | 0.2% | 55 |
|
|
2019
Q4 | $407K | Buy |
16,079
+32
| +0.2% | +$810 | 0.17% | 60 |
|
|
2019
Q3 | $407K | Buy |
16,047
+19
| +0.1% | +$482 | 0.18% | 59 |
|
|
2019
Q2 | $406K | Buy |
16,028
+20
| +0.1% | +$507 | 0.18% | 58 |
|
|
2019
Q1 | $404K | Buy |
+16,008
| New | +$404K | 0.19% | 56 |
|