Integrated Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $239K | Buy |
9,562
+174
| +2% | +$4.35K | 0.08% | 217 |
|
|
2016
Q4 | $234K | Buy |
9,388
+1,011
| +12% | +$25.2K | 0.09% | 212 |
|
|
2016
Q3 | $211K | Buy |
8,377
+6,355
| +314% | +$160K | 0.08% | 214 |
|
|
2016
Q2 | $51K | Hold |
2,022
| – | – | 0.02% | 404 |
|
|
2016
Q1 | $51K | Buy |
2,022
+404
| +25% | +$10.2K | 0.02% | 375 |
|
|
2015
Q4 | $40K | Buy |
+1,618
| New | +$40K | 0.02% | 438 |
|