Valeo Financial Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,541
| Closed | -$237K | – | 2175 |
|
|
2020
Q1 | $237K | Hold |
9,541
| – | – | 0.03% | 263 |
|
|
2019
Q4 | $237K | Hold |
9,541
| – | – | 0.02% | 288 |
|
|
2019
Q3 | $237K | Hold |
9,541
| – | – | 0.03% | 274 |
|
|
2019
Q2 | $237K | Hold |
9,541
| – | – | 0.03% | 260 |
|
|
2019
Q1 | $237K | Hold |
9,541
| – | – | 0.03% | 244 |
|
|
2018
Q4 | $237K | Hold |
9,541
| – | – | 0.03% | 239 |
|
|
2018
Q3 | $237K | Hold |
9,541
| – | – | 0.03% | 256 |
|
|
2018
Q2 | $236K | Hold |
9,541
| – | – | 0.03% | 259 |
|
|
2018
Q1 | $236K | Buy |
9,541
+4,817
| +102% | +$119K | 0.04% | 236 |
|
|
2017
Q4 | $117K | Buy |
4,724
+482
| +11% | +$11.9K | 0.02% | 316 |
|
|
2017
Q3 | $106K | Buy |
+4,242
| New | +$106K | 0.02% | 282 |
|