Autus Asset Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-9,870
| Closed | -$279K | – | 161 |
|
2021
Q4 | $279K | Buy |
+9,870
| New | +$279K | 0.03% | 157 |
|
2021
Q3 | – | Sell |
-7,650
| Closed | -$221K | – | 173 |
|
2021
Q2 | $221K | Hold |
7,650
| – | – | 0.02% | 161 |
|
2021
Q1 | $217K | Buy |
7,650
+350
| +5% | +$9.93K | 0.03% | 160 |
|
2020
Q4 | $215K | Sell |
7,300
-350
| -5% | -$10.3K | 0.03% | 151 |
|
2020
Q3 | $223K | Buy |
+7,650
| New | +$223K | 0.03% | 148 |
|