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Andesa Financial Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Andesa Financial Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-14,880
Closed -$396K – 135
2020
Q2 		$396K Buy
+14,880
New +$384K 0.35% 74

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Andesa Financial Management's IBDR Position: Q3 2020 in Review

Andesa Financial Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2020, closing a stake of 14,880 shares — an estimated $396K sold.

Andesa Financial Management first reported a position in IBDR in Q2 2020 and held it in 1 quarter. The position peaked at $396K in Q2 2020. 83 funds tracked by Wall St. Rank hold IBDR as of Q3 2020.

  • Andesa Financial Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Andesa Financial Management sold 14,880 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2020, an estimated $396K.
  • Andesa Financial Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Andesa Financial Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $396K in Q2 2020.
  • 83 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2020.

Based on Andesa Financial Management's 13F filing for Q3 2020, filed 9 Nov 2020.