AFT Forsyth & Company’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

AFT Forsyth & Company’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	-25,520	Closed	-$634K	–	147
2019 Q3	$634K	Hold	25,520	–	–	0.52%	65
2019 Q2	$635K	Hold	25,520	–	–	0.52%	68
2019 Q1	$634K	Hold	25,520	–	–	0.55%	67
2018 Q4	$633K	Hold	25,520	–	–	0.63%	57
2018 Q3	$633K	Hold	25,520	–	–	0.53%	66
2018 Q2	$632K	Hold	25,520	–	–	0.55%	65
2018 Q1	$632K	Buy	25,520 +15,600	+157%	+$387K	0.59%	58
2017 Q4	$247K	Buy	+9,920	New	+$247K	0.24%	117

Other funds holding IBDK

VFA

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

AFT Forsyth & Company's IBDK Position: Q4 2019 in Review

AFT Forsyth & Company sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 25,520 shares — an estimated $634K sold.

AFT Forsyth & Company first reported a position in IBDK in Q4 2017 and held it in 8 quarters. The position peaked at $635K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

AFT Forsyth & Company reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
AFT Forsyth & Company sold 25,520 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $634K.
AFT Forsyth & Company first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2017 and held it in 8 quarters.
AFT Forsyth & Company's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $635K in Q2 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on AFT Forsyth & Company's 13F filing for Q4 2019, filed 10 Feb 2020.