MA Private Wealth’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2019
Q2
Sell
-9,506
Closed -$248K 95
2019
Q1
$248K Buy
9,506
+250
+3% +$6.52K 0.08% 84
2018
Q4
$240K Buy
+9,256
New +$240K 0.09% 89