IFP Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-26,512
| Closed | -$666K | – | 4085 |
|
|
2018
Q3 | $666K | Buy |
26,512
+1,237
| +5% | +$31.1K | 0.03% | 567 |
|
|
2018
Q2 | $635K | Buy |
25,275
+1,216
| +5% | +$30.6K | 0.03% | 569 |
|
|
2018
Q1 | $605K | Hold |
24,059
| – | – | 0.03% | 550 |
|
|
2017
Q4 | $605K | Buy |
24,059
+480
| +2% | +$12.1K | 0.03% | 549 |
|
|
2017
Q3 | $594K | Buy |
23,579
+2,884
| +14% | +$72.7K | 0.02% | 624 |
|
|
2017
Q2 | $521K | Buy |
20,695
+1,338
| +7% | +$33.7K | 0.02% | 666 |
|
|
2017
Q1 | $487K | Buy |
19,357
+13,960
| +259% | +$351K | 0.02% | 691 |
|
|
2016
Q4 | $136K | Buy |
+5,397
| New | +$136K | 0.01% | 1258 |
|