Financial Gravity Asset Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-16,939
| Closed | -$421K | – | 1891 |
|
|
2019
Q3 | $421K | Sell |
16,939
-25,755
| -60% | -$640K | 0.36% | 60 |
|
|
2019
Q2 | $1.06M | Sell |
42,694
-7,579
| -15% | -$189K | 0.87% | 29 |
|
|
2019
Q1 | $1.25M | Buy |
+50,273
| New | +$1.25M | 1.01% | 27 |
|
|
2018
Q3 | $109K | Buy |
4,417
+1,332
| +43% | +$32.9K | 0.11% | 198 |
|
|
2018
Q2 | $76K | Buy |
3,085
+59
| +2% | +$1.45K | 0.07% | 253 |
|
|
2018
Q1 | $75K | Buy |
+3,026
| New | +$75K | 0.08% | 232 |
|