OneDigital Investment Advisors’s SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-697
| Closed | -$24K | – | 795 |
|
|
2019
Q2 | $24K | Sell |
697
-24,173
| -97% | -$832K | ﹤0.01% | 753 |
|
|
2019
Q1 | $824K | Buy |
24,870
+1,182
| +5% | +$39.2K | 0.12% | 126 |
|
|
2018
Q4 | $780K | Buy |
+23,688
| New | +$780K | 0.13% | 119 |
|
|
2018
Q3 | – | Sell |
-17,251
| Closed | -$583K | – | 1101 |
|
|
2018
Q2 | $583K | Buy |
17,251
+3,983
| +30% | +$135K | 0.12% | 110 |
|
|
2018
Q1 | $478K | Buy |
13,268
+1,124
| +9% | +$40.5K | 0.11% | 132 |
|
|
2017
Q4 | $429K | Buy |
12,144
+1,539
| +15% | +$54.4K | 0.05% | 145 |
|
|
2017
Q3 | $366K | Buy |
10,605
+5,120
| +93% | +$177K | 0.13% | 97 |
|
|
2017
Q2 | $182K | Buy |
+5,485
| New | +$182K | 0.05% | 213 |
|