WGCA
IBDJ
Wolf Group Capital Advisors’s iShares iBonds Dec 2017 Term Corporate ETF IBDJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Hold |
0
| – | – | – | 109 |
|
|
2017
Q3 | – | Sell |
-12,350
| Closed | -$307K | – | 102 |
|
|
2017
Q2 | $307K | Hold |
12,350
| – | – | 0.24% | 72 |
|
|
2017
Q1 | $307K | Hold |
12,350
| – | – | 0.2% | 81 |
|
|
2016
Q4 | $307K | Buy |
12,350
+2,995
| +32% | +$74.5K | 0.21% | 88 |
|
|
2016
Q3 | $233K | Buy |
+9,355
| New | +$233K | 0.16% | 94 |
|