First Foundation Advisors’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-10,566
| Closed | -$270K | – | 360 |
|
|
2017
Q4 | $270K | Hold |
10,566
| – | – | 0.01% | 287 |
|
|
2017
Q3 | $271K | Hold |
10,566
| – | – | 0.02% | 259 |
|
|
2017
Q2 | $271K | Hold |
10,566
| – | – | 0.02% | 264 |
|
|
2017
Q1 | $271K | Hold |
10,566
| – | – | 0.02% | 271 |
|
|
2016
Q4 | $270K | Buy |
10,566
+86
| +0.8% | +$2.2K | 0.02% | 266 |
|
|
2016
Q3 | $269K | Hold |
10,480
| – | – | 0.02% | 246 |
|
|
2016
Q2 | $270K | Hold |
10,480
| – | – | 0.02% | 250 |
|
|
2016
Q1 | $270K | Hold |
10,480
| – | – | 0.02% | 246 |
|
|
2015
Q4 | $268K | Buy |
+10,480
| New | +$268K | 0.02% | 243 |
|