IWA
IBEX Wealth Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-230
| Closed | -$18K | – | 112 |
|
|
2019
Q2 | $18K | Buy |
+230
| New | +$18K | 0.01% | 272 |
|
|
2017
Q4 | – | Sell |
-2,615
| Closed | -$208K | – | 91 |
|
|
2017
Q3 | $208K | Hold |
2,615
| – | – | 0.08% | 124 |
|
|
2017
Q2 | $208K | Buy |
+2,615
| New | +$208K | 0.08% | 124 |
|
|
2017
Q1 | – | Sell |
-2,305
| Closed | -$183K | – | 111 |
|
|
2016
Q4 | $183K | Buy |
+2,305
| New | +$183K | 0.09% | 116 |
|