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Andesa Financial Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Andesa Financial Management’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-24,070
Closed -$696K – 137
2020
Q2 		$696K Buy
+24,070
New +$669K 0.62% 47

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

Andesa Financial Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q3 2020, closing a stake of 24,070 shares — an estimated $696K sold.

Andesa Financial Management first reported a position in IBDT in Q2 2020 and held it in 1 quarter. The position peaked at $696K in Q2 2020. 63 funds tracked by Wall St. Rank hold IBDT as of Q3 2020.

  • Andesa Financial Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Andesa Financial Management sold 24,070 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2020, an estimated $696K.
  • Andesa Financial Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Andesa Financial Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $696K in Q2 2020.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2020.

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