Advisornet Financial’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Advisornet Financial’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	-2,930	Closed	-$73K	–	2089
2019 Q3	$73K	Sell	2,930 -36	-1%	-$894	0.01%	779
2019 Q2	$74K	Hold	2,966	–	–	0.01%	695
2019 Q1	$74K	Hold	2,966	–	–	0.01%	635
2018 Q4	$74K	Sell	2,966 -1,620	-35%	-$40.1K	0.01%	596
2018 Q3	$114K	Hold	4,586	–	–	0.01%	528
2018 Q2	$114K	Hold	4,586	–	–	0.02%	497
2018 Q1	$114K	Hold	4,586	–	–	0.02%	502
2017 Q4	$114K	Buy	+4,586	New	+$114K	0.02%	453

Other funds holding IBDK

VFA

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

Advisornet Financial's IBDK Position: Q4 2019 in Review

Advisornet Financial sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 2,930 shares — an estimated $73K sold.

Advisornet Financial first reported a position in IBDK in Q4 2017 and held it in 8 quarters. The position peaked at $114K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Advisornet Financial reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Advisornet Financial sold 2,930 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $73K.
Advisornet Financial first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2017 and held it in 8 quarters.
Advisornet Financial's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $114K in Q3 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

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