Seizert Capital Partners’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-31,054
| Closed | -$809K | – | 242 |
|
2019
Q4 | $809K | Sell |
31,054
-418
| -1% | -$10.9K | 0.04% | 140 |
|
2019
Q3 | $823K | Hold |
31,472
| – | – | 0.04% | 129 |
|
2019
Q2 | $822K | Hold |
31,472
| – | – | 0.04% | 136 |
|
2019
Q1 | $820K | Hold |
31,472
| – | – | 0.04% | 140 |
|
2018
Q4 | $816K | Hold |
31,472
| – | – | 0.04% | 135 |
|
2018
Q3 | $817K | Hold |
31,472
| – | – | 0.03% | 141 |
|
2018
Q2 | $815K | Hold |
31,472
| – | – | 0.03% | 140 |
|
2018
Q1 | $815K | Buy |
+31,472
| New | +$815K | 0.03% | 140 |
|
2014
Q3 | – | Sell |
-19,556
| Closed | -$516K | – | 220 |
|
2014
Q2 | $516K | Buy |
+19,556
| New | +$516K | 0.01% | 155 |
|