Raub Brock Capital Management’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q2 | – | Sell |
-142,372
| Closed | -$3.56M | – | 40 |
|
2015
Q1 | $3.56M | Sell |
142,372
-7,180
| -5% | -$180K | 1.21% | 26 |
|
2014
Q4 | $3.68M | Buy |
149,552
+7,460
| +5% | +$184K | 1.29% | 26 |
|
2014
Q3 | $3.49M | Buy |
142,092
+4,600
| +3% | +$113K | 1.25% | 27 |
|
2014
Q2 | $3.39M | Buy |
137,492
+4,960
| +4% | +$122K | 1.28% | 25 |
|
2014
Q1 | $3.22M | Buy |
132,532
+27,500
| +26% | +$669K | 1.23% | 27 |
|
2013
Q4 | $2.52M | Buy |
105,032
+7,340
| +8% | +$176K | 1.08% | 27 |
|
2013
Q3 | $2.34M | Buy |
+97,692
| New | +$2.34M | 1.1% | 28 |
|