SFS
IBDL

Sowell Financial Services’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Sowell Financial Services’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-15,537
Closed -$396K – 280
2017
Q3 		$396K Sell
15,537
-566
-4% -$14.4K 0.1% 163
2017
Q2 		$411K Sell
16,103
-846
-5% -$21.6K 0.12% 156
2017
Q1 		$433K Sell
16,949
-3,998
-19% -$102K 0.13% 151
2016
Q4 		$531K Buy
+20,947
New +$531K 0.18% 115