APA
IBDL

American Portfolios Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

American Portfolios Advisors’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
-39,990
Closed -$1.01M – 3137
2020
Q3 		$1.01M Hold
39,990
– – 0.06% 295
2020
Q2 		$1.01M Hold
39,990
– – 0.07% 275
2020
Q1 		$1.01M Sell
39,990
-1,990
-5% -$50.2K 0.08% 216
2019
Q4 		$1.06M Buy
41,980
+3,300
+9% +$83.5K 0.08% 253
2019
Q3 		$981K Buy
38,680
+1,380
+4% +$35K 0.08% 242
2019
Q2 		$945K Buy
37,300
+795
+2% +$20.1K 0.08% 244
2019
Q1 		$921K Hold
36,505
– – 0.09% 228
2018
Q4 		$912K Buy
36,505
+1,440
+4% +$36K 0.11% 182
2018
Q3 		$878K Buy
35,065
+360
+1% +$9.01K 0.1% 200
2018
Q2 		$869K Hold
34,705
– – 0.12% 178
2018
Q1 		$870K Buy
+34,705
New +$873K 0.13% 167

Other funds holding IBDL

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

American Portfolios Advisors's IBDL Position: Q4 2020 in Review

American Portfolios Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 39,990 shares — an estimated $1.01M sold.

American Portfolios Advisors first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $1.06M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • American Portfolios Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • American Portfolios Advisors sold 39,990 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.01M.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
  • American Portfolios Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.06M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on American Portfolios Advisors's 13F filing for Q4 2020, filed 22 Mar 2023.