RWA Wealth Partners’s SPDR Bloomberg International Corporate Bond ETF IBND Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-24,667
| Closed | -$878K | – | 237 |
|
|
2020
Q3 | $878K | Buy |
+24,667
| New | +$878K | 0.09% | 114 |
|
|
2018
Q3 | – | Sell |
-90,292
| Closed | -$3.05M | – | 456 |
|
|
2018
Q2 | $3.05M | Sell |
90,292
-253,470
| -74% | -$8.57M | 0.34% | 72 |
|
|
2018
Q1 | $12.4M | Buy |
343,762
+71,871
| +26% | +$2.59M | 1.59% | 10 |
|
|
2017
Q4 | $9.61M | Buy |
271,891
+16,515
| +6% | +$584K | 1.08% | 17 |
|
|
2017
Q3 | $8.82M | Buy |
+255,376
| New | +$8.82M | 1% | 19 |
|