Wealthstar Advisors’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 | – | Hold |
0
| – | – | – | 101 |
|
|
2019
Q4 | – | Sell |
-9,348
| Closed | -$243K | – | 96 |
|
|
2019
Q3 | $243K | Hold |
9,348
| – | – | 0.14% | 54 |
|
|
2019
Q2 | $243K | Hold |
9,348
| – | – | 0.14% | 50 |
|
|
2019
Q1 | $243K | Sell |
9,348
-800
| -8% | -$20.8K | 0.15% | 47 |
|
|
2018
Q4 | $262K | Hold |
10,148
| – | – | 0.2% | 40 |
|
|
2018
Q3 | $263K | Hold |
10,148
| – | – | 0.15% | 46 |
|
|
2018
Q2 | $264K | Hold |
10,148
| – | – | 0.08% | 47 |
|
|
2018
Q1 | $263K | Buy |
+10,148
| New | +$263K | 0.08% | 36 |
|