IFP Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-2,130
| Closed | -$55K | – | 3753 |
|
|
2018
Q4 | $55K | Hold |
2,130
| – | – | ﹤0.01% | 1549 |
|
|
2018
Q3 | $55K | Hold |
2,130
| – | – | ﹤0.01% | 1837 |
|
|
2018
Q2 | $55K | Buy |
2,130
+155
| +8% | +$4K | ﹤0.01% | 1843 |
|
|
2018
Q1 | $52K | Hold |
1,975
| – | – | ﹤0.01% | 1793 |
|
|
2017
Q4 | $52K | Hold |
1,975
| – | – | ﹤0.01% | 1789 |
|
|
2017
Q3 | $52K | Hold |
1,975
| – | – | ﹤0.01% | 1955 |
|
|
2017
Q2 | $52K | Buy |
1,975
+715
| +57% | +$18.8K | ﹤0.01% | 1933 |
|
|
2017
Q1 | $33K | Buy |
+1,260
| New | +$33K | ﹤0.01% | 2165 |
|