FinTrust Capital Advisors’s iShares iBonds Dec 2030 Term Corporate ETF IBDV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $11.1K | Hold |
500
| – | – | ﹤0.01% | 915 |
|
2024
Q2 | $10.6K | Hold |
500
| – | – | ﹤0.01% | 873 |
|
2024
Q1 | $10.7K | Sell |
500
-4,240
| -89% | -$90.7K | ﹤0.01% | 830 |
|
2023
Q4 | $103K | Hold |
4,740
| – | – | 0.02% | 362 |
|
2023
Q3 | $96.6K | Buy |
4,740
+4,240
| +848% | +$86.4K | 0.02% | 351 |
|
2023
Q2 | $10.4K | Hold |
500
| – | – | ﹤0.01% | 754 |
|
2023
Q1 | $10.4K | Hold |
500
| – | – | ﹤0.01% | 753 |
|
2022
Q4 | $10.4K | Hold |
500
| – | – | ﹤0.01% | 753 |
|
2022
Q3 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 866 |
|