Ironwood Investment Counsel’s Schwab US Aggregate Bond ETF SCHZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-8,096
| Closed | -$210K | – | 161 |
|
|
2019
Q1 | $210K | Hold |
8,096
| – | – | 0.08% | 150 |
|
|
2018
Q4 | $204K | Hold |
8,096
| – | – | 0.09% | 148 |
|
|
2018
Q3 | $203K | Hold |
8,096
| – | – | 0.08% | 147 |
|
|
2018
Q2 | $204K | Hold |
8,096
| – | – | 0.09% | 138 |
|
|
2018
Q1 | $206K | Hold |
8,096
| – | – | 0.09% | 133 |
|
|
2017
Q4 | $210K | Sell |
8,096
-5,000
| -38% | -$130K | 0.08% | 141 |
|
|
2017
Q3 | $343K | Buy |
+13,096
| New | +$343K | 0.14% | 109 |
|