Integrated Wealth Management’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $281K | Buy |
11,308
+1,869
| +20% | +$46.4K | 0.09% | 190 |
|
|
2016
Q4 | $235K | Buy |
9,439
+1,011
| +12% | +$25.2K | 0.09% | 211 |
|
|
2016
Q3 | $210K | Buy |
8,428
+6,415
| +319% | +$160K | 0.08% | 218 |
|
|
2016
Q2 | $50K | Hold |
2,013
| – | – | 0.02% | 409 |
|
|
2016
Q1 | $50K | Buy |
2,013
+403
| +25% | +$10K | 0.02% | 385 |
|
|
2015
Q4 | $40K | Buy |
+1,610
| New | +$40K | 0.02% | 440 |
|