AG
IBDK

Advisor Group’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Advisor Group’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15,008
Closed -$373K – 5664
2019
Q3 		$373K Sell
15,008
-1,929
-11% -$47.9K ﹤0.01% 1826
2019
Q2 		$421K Buy
16,937
+1,144
+7% +$28.4K ﹤0.01% 1738
2019
Q1 		$393K Buy
15,793
+1,682
+12% +$41.8K ﹤0.01% 1765
2018
Q4 		$350K Buy
14,111
+10,314
+272% +$255K ﹤0.01% 1659
2018
Q3 		$95K Buy
3,797
+360
+10% +$8.92K ﹤0.01% 2799
2018
Q2 		$85K Buy
3,437
+548
+19% +$13.6K ﹤0.01% 2658
2018
Q1 		$71K Sell
2,889
-200
-6% -$4.96K ﹤0.01% 2818
2017
Q4 		$76K Sell
3,089
-200
-6% -$4.98K ﹤0.01% 2788
2017
Q3 		$82K Sell
3,289
-2,309
-41% -$57.8K ﹤0.01% 2581
2017
Q2 		$140K Sell
5,598
-10,726
-66% -$268K ﹤0.01% 2048
2017
Q1 		$408K Sell
16,324
-1,086
-6% -$27.1K 0.01% 1196
2016
Q4 		$433K Buy
17,410
+1,051
+6% +$26.3K 0.01% 1089
2016
Q3 		$411K Buy
16,359
+11,359
+227% +$286K 0.01% 1081
2016
Q2 		$126K Buy
+5,000
New +$126K ﹤0.01% 1752

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Advisor Group's IBDK Position: Q4 2019 in Review

Advisor Group sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 15,008 shares — an estimated $373K sold.

Advisor Group first reported a position in IBDK in Q2 2016 and held it in 14 quarters. The position peaked at $433K in Q4 2016. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Advisor Group reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 15,008 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $373K.
  • Advisor Group first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2016 and held it in 14 quarters.
  • Advisor Group's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $433K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.