Lutz Financial Services’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.81M | Sell |
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2020
Q2 | $1.9M | Sell |
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2020
Q1 | $2.42M | Sell |
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|
2019
Q4 | $2.95M | Sell |
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|
2019
Q3 | $3.42M | Sell |
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2019
Q2 | $5.23M | Sell |
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|
2019
Q1 | $6.15M | Sell |
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|
2018
Q4 | $8.63M | Sell |
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|
2018
Q3 | $10.1M | Buy |
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|
2018
Q2 | $8.87M | Buy |
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|
2018
Q1 | $7.88M | Buy |
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|
2017
Q4 | $6.34M | Buy |
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