Genesis Wealth 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
2015
Q2
$39.4K Sell
1,532
-2,048
-57% -$52.6K 0.03% 203
2015
Q1
$92.5K Hold
3,580
0.08% 132
2014
Q4
$92.5K Buy
+3,580
New +$92.5K 0.07% 148