AG
IBDH

Advisor Group’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Advisor Group’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,628
Closed -$66K – 5471
2018
Q3 		$66K Buy
2,628
+60
+2% +$1.51K ﹤0.01% 3078
2018
Q2 		$64K Sell
2,568
-219
-8% -$5.5K ﹤0.01% 2895
2018
Q1 		$70K Hold
2,787
– – ﹤0.01% 2834
2017
Q4 		$70K Sell
2,787
-5,000
-64% -$126K ﹤0.01% 2851
2017
Q3 		$196K Buy
7,787
+5,000
+179% +$126K ﹤0.01% 1880
2017
Q2 		$70K Buy
2,787
+1,265
+83% +$31.8K ﹤0.01% 2589
2017
Q1 		$38K Buy
1,522
+98
+7% +$2.47K ﹤0.01% 2939
2016
Q4 		$36K Sell
1,424
-297
-17% -$7.48K ﹤0.01% 2858
2016
Q3 		$43K Buy
1,721
+537
+45% +$13.6K ﹤0.01% 2657
2016
Q2 		$30K Buy
+1,184
New +$29.9K ﹤0.01% 2800

Advisor Group's IBDH Position: Q4 2018 in Review

Advisor Group sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 2,628 shares — an estimated $66K sold.

Advisor Group first reported a position in IBDH in Q2 2016 and held it in 10 quarters. The position peaked at $196K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Advisor Group reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Advisor Group sold 2,628 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $66K.
  • Advisor Group first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2016 and held it in 10 quarters.
  • Advisor Group's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $196K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Advisor Group's 13F filing for Q4 2018, filed 11 Feb 2019.