Accuvest Global Advisors’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
-21,236
Closed -$533K 155
2018
Q3
$533K Hold
21,236
0.2% 78
2018
Q2
$534K Buy
21,236
+8,466
+66% +$213K 0.21% 68
2018
Q1
$321K Buy
12,770
+31
+0.2% +$779 0.24% 46
2017
Q4
$320K Buy
12,739
+869
+7% +$21.9K 0.23% 44
2017
Q3
$299K Sell
11,870
-16,762
-59% -$422K 0.25% 45
2017
Q2
$721K Sell
28,632
-368
-1% -$9.26K 0.24% 44
2017
Q1
$730K Buy
29,000
+16,730
+136% +$421K 0.23% 45
2016
Q4
$308K Sell
12,270
-42,480
-78% -$1.07M 0.28% 44
2016
Q3
$1.38M Buy
54,750
+29,545
+117% +$748K 0.39% 32
2016
Q2
$639K Buy
+25,205
New +$637K 0.39% 33

Accuvest Global Advisors's IBDH Position: Q4 2018 in Review

Accuvest Global Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 21,236 shares — an estimated $533K sold.

Accuvest Global Advisors first reported a position in IBDH in Q2 2016 and held it in 10 quarters. The position peaked at $1.38M in Q3 2016. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Accuvest Global Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Accuvest Global Advisors sold 21,236 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $533K.
  • Accuvest Global Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2016 and held it in 10 quarters.
  • Accuvest Global Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $1.38M in Q3 2016.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Accuvest Global Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.