AlphaCore Capital’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

AlphaCore Capital’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	-5,407	Closed	-$136K	–	63
2020 Q3	$136K	Buy	5,407 +20	+0.4%	+$505	0.12%	35
2020 Q2	$136K	Sell	5,387 -5,057	-48%	-$128K	0.14%	34
2020 Q1	$263K	Buy	10,444 +21	+0.2%	+$529	0.21%	39
2019 Q4	$264K	Buy	+10,423	New	+$264K	0.16%	58

Other funds holding IBDL

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

AlphaCore Capital's IBDL Position: Q4 2020 in Review

AlphaCore Capital sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 5,407 shares — an estimated $136K sold.

AlphaCore Capital first reported a position in IBDL in Q4 2019 and held it in 4 quarters. The position peaked at $264K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

AlphaCore Capital reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
AlphaCore Capital sold 5,407 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $136K.
AlphaCore Capital first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
AlphaCore Capital's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $264K in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on AlphaCore Capital's 13F filing for Q4 2020, filed 10 Feb 2021.