Cornerstone Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-6,576
| Closed | -$228K | – | 519 |
|
|
2019
Q1 | $228K | Buy |
+6,576
| New | +$228K | 0.03% | 458 |
|
|
2018
Q4 | – | Sell |
-10,742
| Closed | -$421K | – | 1242 |
|
|
2018
Q3 | $421K | Buy |
10,742
+225
| +2% | +$8.82K | 0.01% | 964 |
|
|
2018
Q2 | $421K | Buy |
+10,517
| New | +$421K | ﹤0.01% | 1061 |
|