Toth Financial Advisory’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-295
| Closed | -$7K | – | 627 |
|
|
2020
Q2 | $7K | Hold |
295
| – | – | ﹤0.01% | 383 |
|
|
2020
Q1 | $7K | Hold |
295
| – | – | ﹤0.01% | 306 |
|
|
2019
Q4 | $7K | Hold |
295
| – | – | ﹤0.01% | 335 |
|
|
2019
Q3 | $7K | Hold |
295
| – | – | ﹤0.01% | 342 |
|
|
2019
Q2 | $7K | Hold |
295
| – | – | ﹤0.01% | 343 |
|
|
2019
Q1 | $7K | Sell |
295
-110
| -27% | -$2.61K | ﹤0.01% | 324 |
|
|
2018
Q4 | $10K | Hold |
405
| – | – | ﹤0.01% | 279 |
|
|
2018
Q3 | $10K | Hold |
405
| – | – | ﹤0.01% | 312 |
|
|
2018
Q2 | $10K | Hold |
405
| – | – | ﹤0.01% | 307 |
|
|
2018
Q1 | $10K | Hold |
405
| – | – | ﹤0.01% | 321 |
|
|
2017
Q4 | $10K | Buy |
+405
| New | +$10K | ﹤0.01% | 321 |
|