Integrated Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | $384K | Buy |
15,111
+2,142
| +17% | +$54.4K | 0.13% | 158 |
|
|
2016
Q4 | $327K | Buy |
12,969
+92
| +0.7% | +$2.32K | 0.12% | 163 |
|
|
2016
Q3 | $331K | Buy |
12,877
+7,703
| +149% | +$198K | 0.12% | 159 |
|
|
2016
Q2 | $134K | Buy |
5,174
+783
| +18% | +$20.3K | 0.05% | 270 |
|
|
2016
Q1 | $112K | Buy |
4,391
+397
| +10% | +$10.1K | 0.05% | 266 |
|
|
2015
Q4 | $100K | Buy |
+3,994
| New | +$100K | 0.04% | 281 |
|