Patten Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2018
Q3 | – | Sell |
-4,703
| Closed | -$118K | – | 718 |
|
2018
Q2 | $118K | Hold |
4,703
| – | – | 0.05% | 231 |
|
2018
Q1 | $118K | Hold |
4,703
| – | – | 0.05% | 229 |
|
2017
Q4 | $119K | Hold |
4,703
| – | – | 0.05% | 238 |
|
2017
Q3 | $120K | Hold |
4,703
| – | – | 0.05% | 240 |
|
2017
Q2 | $120K | Buy |
+4,703
| New | +$120K | 0.05% | 242 |
|