Integrated Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $239K | Buy |
9,488
+169
| +2% | +$4.26K | 0.08% | 218 |
|
|
2016
Q4 | $234K | Buy |
9,319
+1,001
| +12% | +$25.1K | 0.09% | 213 |
|
|
2016
Q3 | $210K | Buy |
8,318
+6,321
| +317% | +$160K | 0.08% | 217 |
|
|
2016
Q2 | $51K | Hold |
1,997
| – | – | 0.02% | 405 |
|
|
2016
Q1 | $50K | Buy |
1,997
+399
| +25% | +$9.99K | 0.02% | 384 |
|
|
2015
Q4 | $40K | Buy |
+1,598
| New | +$40K | 0.02% | 439 |
|