Peloton Wealth Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-54,400
| Closed | -$1.37M | – | 83 |
|
|
2020
Q3 | $1.37M | Sell |
54,400
-1,200
| -2% | -$30.3K | 0.77% | 48 |
|
|
2020
Q2 | $1.41M | Buy |
55,600
+10,700
| +24% | +$271K | 0.89% | 45 |
|
|
2020
Q1 | $1.13M | Sell |
44,900
-15,600
| -26% | -$393K | 0.92% | 47 |
|
|
2019
Q4 | $1.53M | Buy |
60,500
+4,700
| +8% | +$119K | 0.93% | 43 |
|
|
2019
Q3 | $1.42M | Buy |
55,800
+28,100
| +101% | +$713K | 0.91% | 46 |
|
|
2019
Q2 | $702K | Buy |
27,700
+8,000
| +41% | +$203K | 0.47% | 51 |
|
|
2019
Q1 | $497K | Buy |
+19,700
| New | +$497K | 0.34% | 54 |
|