IWM
IBDC
IHT Wealth Management’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-8,364
| Closed | -$217K | – | 550 |
|
|
2018
Q4 | $217K | Sell |
8,364
-200
| -2% | -$5.19K | 0.04% | 406 |
|
|
2018
Q3 | $222K | Sell |
8,564
-228
| -3% | -$5.91K | 0.05% | 390 |
|
|
2018
Q2 | $227K | Sell |
8,792
-864
| -9% | -$22.3K | 0.06% | 357 |
|
|
2018
Q1 | $250K | Hold |
9,656
| – | – | 0.07% | 310 |
|
|
2017
Q4 | $251K | Sell |
9,656
-616
| -6% | -$16K | 0.07% | 314 |
|
|
2017
Q3 | $270K | Hold |
10,272
| – | – | 0.11% | 201 |
|
|
2017
Q2 | $3 | Hold |
10,272
| – | – | ﹤0.01% | 1194 |
|
|
2017
Q1 | $269K | Hold |
10,272
| – | – | 0.18% | 139 |
|
|
2016
Q4 | $267K | Buy |
+10,272
| New | +$267K | 0.2% | 123 |
|