CWM
IBCC

Concert Wealth Management’s iShares iBonds Mar 2018 Term Corporate ex-Financials ETF IBCC Stock Holding History

Concert Wealth Management’s Portfolio IBCC Stock Details IBCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2016
Q2 		– Hold
0
– -$5.02M – 734
2016
Q1 		– Sell
-208,628
Closed -$5.16M – 24
2015
Q4 		$5.16M Sell
208,628
-6,752
-3% -$167K 0.69% 24
2015
Q3 		$5.33M Sell
215,380
-38,988
-15% -$965K 0.72% 21
2015
Q2 		$6.33M Buy
+254,368
New +$6.33M 0.82% 14