Barrett Asset Management’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
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|
2020
Q1 | $60K | Hold |
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|
2019
Q4 | $60K | Hold |
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|
2019
Q3 | $60K | Hold |
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|
2019
Q2 | $60K | Hold |
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|
2019
Q1 | $60K | Hold |
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|
2018
Q4 | $59K | Hold |
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|
2018
Q3 | $60K | Sell |
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|
2018
Q2 | $69K | Hold |
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|
2018
Q1 | $69K | Hold |
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|
2017
Q4 | $70K | Buy |
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|
2017
Q3 | $10K | Hold |
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|
2017
Q2 | $10K | Hold |
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|
2017
Q1 | $10K | Hold |
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|
2016
Q4 | $10K | Hold |
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|
2016
Q3 | $10K | Hold |
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|
2016
Q2 | $10K | Hold |
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|
2016
Q1 | $10K | Buy |
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