GenWealth Group’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q1 | – | Sell |
-8,640
| Closed | -$210K | – | 66 |
|
2018
Q4 | $210K | Hold |
8,640
| – | – | 0.1% | 58 |
|
2018
Q3 | $210K | Sell |
8,640
-352
| -4% | -$8.56K | 0.1% | 62 |
|
2018
Q2 | $218K | Sell |
8,992
-3,720
| -29% | -$90.2K | 0.11% | 58 |
|
2018
Q1 | $309K | Sell |
12,712
-1,036
| -8% | -$25.2K | 0.16% | 48 |
|
2017
Q4 | $336K | Sell |
13,748
-2,408
| -15% | -$58.9K | 0.17% | 50 |
|
2017
Q3 | $398K | Sell |
16,156
-667
| -4% | -$16.4K | 0.24% | 40 |
|
2017
Q2 | $414K | Buy |
+16,823
| New | +$414K | 0.28% | 34 |
|