IHT Wealth Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q2 | – | Sell |
-6,572
| Closed | -$169K | – | 1464 |
|
2018
Q1 | $169K | Hold |
6,572
| – | – | 0.05% | 382 |
|
2017
Q4 | $173K | Hold |
6,572
| – | – | 0.05% | 380 |
|
2017
Q3 | $175K | Hold |
6,572
| – | – | 0.07% | 270 |
|
2017
Q2 | $40 | Hold |
6,572
| – | – | 0.02% | 569 |
|
2017
Q1 | $174K | Hold |
6,572
| – | – | 0.12% | 199 |
|
2016
Q4 | $172K | Buy |
+6,572
| New | +$172K | 0.13% | 190 |
|