Proficio Capital Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Proficio Capital Partners’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,420	Closed	-$36K	–	780
2019 Q2	$36K	Sell	1,420 -770	-35%	-$18.8K	0.01%	483
2019 Q1	$53K	Hold	2,190	–	–	0.02%	328
2018 Q4	$50K	Hold	2,190	–	–	0.02%	295
2018 Q3	$51K	Hold	2,190	–	–	0.02%	348
2018 Q2	$51K	Sell	2,190 -6,211	-74%	-$145K	0.02%	350
2018 Q1	$199K	Buy	8,401 +7,695	+1,090%	+$184K	0.08%	129
2017 Q4	$17K	Hold	706	–	–	0.01%	632
2017 Q3	$17K	Hold	706	–	–	0.01%	637
2017 Q2	$17K	Hold	706	–	–	0.01%	651
2017 Q1	$17K	Buy	+706	New	+$16.9K	0.01%	666

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Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return