Whitegate Investment Counselors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $417K | Sell |
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|
2018
Q2 | $447K | Hold |
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|
2018
Q1 | $447K | Hold |
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|
2017
Q4 | $447K | Hold |
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|
2017
Q3 | $448K | Hold |
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|
2017
Q2 | $448K | Hold |
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|
2017
Q1 | $448K | Hold |
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|
2016
Q4 | $447K | Sell |
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|
2016
Q3 | $475K | Hold |
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|
2016
Q2 | $477K | Buy |
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|
2014
Q1 | $450K | Buy |
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