AFT Forsyth & Company’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

AFT Forsyth & Company’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-19,500	Closed	-$492K	–	151
2020 Q3	$492K	Hold	19,500	–	–	0.37%	83
2020 Q2	$494K	Sell	19,500 -4,000	-17%	-$101K	0.42%	73
2020 Q1	$592K	Hold	23,500	–	–	0.6%	54
2019 Q4	$595K	Hold	23,500	–	–	0.45%	74
2019 Q3	$596K	Hold	23,500	–	–	0.49%	69
2019 Q2	$595K	Hold	23,500	–	–	0.49%	74
2019 Q1	$593K	Hold	23,500	–	–	0.51%	74
2018 Q4	$587K	Hold	23,500	–	–	0.58%	63
2018 Q3	$588K	Hold	23,500	–	–	0.49%	74
2018 Q2	$588K	Hold	23,500	–	–	0.52%	73
2018 Q1	$589K	Buy	+23,500	New	+$591K	0.55%	63

Other funds holding IBDL

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

AFT Forsyth & Company's IBDL Position: Q4 2020 in Review

AFT Forsyth & Company sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 19,500 shares — an estimated $492K sold.

AFT Forsyth & Company first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $596K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

AFT Forsyth & Company reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
AFT Forsyth & Company sold 19,500 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $492K.
AFT Forsyth & Company first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
AFT Forsyth & Company's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $596K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on AFT Forsyth & Company's 13F filing for Q4 2020, filed 9 Feb 2021.