Lyell Wealth Management’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 | $2.36M | Sell |
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2020
Q2 | $2.5M | Buy |
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2020
Q1 | $2.41M | Sell |
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|
2019
Q4 | $2.6M | Buy |
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|
2019
Q3 | $2.47M | Buy |
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|
2019
Q2 | $2.17M | Buy |
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|
2019
Q1 | $2.12M | Buy |
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|
2018
Q4 | $2.07M | Sell |
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|
2018
Q3 | $2.1M | Buy |
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|
2018
Q2 | $2.06M | Sell |
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|
2018
Q1 | $2.13M | Buy |
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|
2017
Q4 | $1.67M | Buy |
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|
2017
Q3 | $1.49M | Buy |
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