Whitegate Investment Counselors’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-11,200
| Closed | -$278K | – | 183 |
|
|
2017
Q3 | $278K | Hold |
11,200
| – | – | 0.06% | 156 |
|
|
2017
Q2 | $278K | Hold |
11,200
| – | – | 0.06% | 153 |
|
|
2017
Q1 | $278K | Hold |
11,200
| – | – | 0.07% | 153 |
|
|
2016
Q4 | $279K | Hold |
11,200
| – | – | 0.07% | 140 |
|
|
2016
Q3 | $279K | Hold |
11,200
| – | – | 0.08% | 138 |
|
|
2016
Q2 | $280K | Buy |
+11,200
| New | +$280K | 0.08% | 132 |
|
|
2014
Q1 | $279K | Buy |
+44,800
| New | +$279K | 0.08% | 129 |
|