Geneva Partners’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-21,617
| Closed | -$520K | – | 98 |
|
|
2018
Q2 | $520K | Sell |
21,617
-7,124
| -25% | -$171K | 0.41% | 61 |
|
|
2018
Q1 | $701K | Buy |
28,741
+26,041
| +964% | +$635K | 0.58% | 52 |
|
|
2017
Q4 | $676K | Sell |
2,700
-22,688
| -89% | -$5.68M | 0.51% | 62 |
|
|
2017
Q3 | $639K | Buy |
+25,388
| New | +$639K | 0.5% | 61 |
|
|
2016
Q2 | $605K | Buy |
+24,124
| New | +$605K | 0.54% | 54 |
|