Ritholtz Wealth Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-33,334
| Closed | -$837K | – | 136 |
|
|
2018
Q3 | $837K | Buy |
33,334
+2,354
| +8% | +$59.1K | 0.21% | 38 |
|
|
2018
Q2 | $779K | Sell |
30,980
-157
| -0.5% | -$3.95K | 0.21% | 41 |
|
|
2018
Q1 | $783K | Buy |
31,137
+1,129
| +4% | +$28.4K | 0.22% | 40 |
|
|
2017
Q4 | $754K | Buy |
30,008
+46
| +0.2% | +$1.16K | 0.22% | 53 |
|
|
2017
Q3 | $755K | Sell |
29,962
-2,523
| -8% | -$63.6K | 0.28% | 28 |
|
|
2017
Q2 | $818K | Buy |
+32,485
| New | +$818K | 0.34% | 27 |
|
|
2016
Q4 | $746K | Buy |
+29,668
| New | +$746K | 0.38% | 32 |
|