IFG Advisory’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-14,360
| Closed | -$348K | – | 532 |
|
|
2022
Q4 | $348K | Hold |
14,360
| – | – | 0.03% | 375 |
|
|
2022
Q3 | $348K | Hold |
14,360
| – | – | 0.03% | 378 |
|
|
2022
Q2 | $348K | Hold |
14,360
| – | – | 0.04% | 350 |
|
|
2022
Q1 | $349K | Hold |
14,360
| – | – | 0.04% | 371 |
|
|
2021
Q4 | $352K | Hold |
14,360
| – | – | 0.03% | 374 |
|
|
2021
Q3 | $354K | Buy |
14,360
+4,025
| +39% | +$99.2K | 0.04% | 361 |
|
|
2021
Q2 | $256K | Buy |
+10,335
| New | +$256K | 0.03% | 414 |
|
|
2020
Q4 | – | Sell |
-8,605
| Closed | -$215K | – | 461 |
|
|
2020
Q3 | $215K | Buy |
+8,605
| New | +$215K | 0.03% | 381 |
|
|
2018
Q2 | – | Sell |
-45,287
| Closed | -$1.11M | – | 359 |
|
|
2018
Q1 | $1.11M | Buy |
+45,287
| New | +$1.11M | 0.25% | 91 |
|