Butensky & Cohen Financial Security’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-2,079
| Closed | -$53K | – | 124 |
|
|
2017
Q2 | $53K | Buy |
2,079
+904
| +77% | +$23K | 0.05% | 82 |
|
|
2017
Q1 | $30K | Buy |
1,175
+335
| +40% | +$8.55K | 0.03% | 84 |
|
|
2016
Q4 | $21K | Buy |
840
+455
| +118% | +$11.4K | 0.02% | 85 |
|
|
2016
Q3 | $10K | Buy |
385
+235
| +157% | +$6.1K | 0.01% | 98 |
|
|
2016
Q2 | $4K | Buy |
150
+25
| +20% | +$667 | ﹤0.01% | 105 |
|
|
2016
Q1 | $3K | Buy |
+125
| New | +$3K | ﹤0.01% | 110 |
|