Baldwin Wealth Partners’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | – | Sell |
-2,021
| Closed | -$50K | – | 571 |
|
2019
Q3 | $50K | Hold |
2,021
| – | – | 0.01% | 308 |
|
2019
Q2 | $50K | Hold |
2,021
| – | – | 0.01% | 309 |
|
2019
Q1 | $50K | Hold |
2,021
| – | – | 0.01% | 303 |
|
2018
Q4 | $50K | Hold |
2,021
| – | – | 0.01% | 291 |
|
2018
Q3 | $50K | Hold |
2,021
| – | – | 0.01% | 317 |
|
2018
Q2 | $50K | Hold |
2,021
| – | – | 0.01% | 317 |
|
2018
Q1 | $50K | Buy |
+2,021
| New | +$50K | 0.01% | 297 |
|