LFPWM
IBDL
Leicht Financial Planning & Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-8,979
| Closed | -$228K | – | 51 |
|
|
2019
Q2 | $228K | Sell |
8,979
-40,595
| -82% | -$1.03M | 0.22% | 46 |
|
|
2019
Q1 | $1.25M | Buy |
+49,574
| New | +$1.25M | 1.29% | 23 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 12 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 6 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 6 |
|