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Andesa Financial Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

Andesa Financial Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-16,205
Closed -$432K – 138
2020
Q2 		$432K Buy
+16,205
New +$417K 0.38% 71

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PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
SSB
Sandy Spring Bank Olney, Maryland $2.38B AUM 8.14% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Andesa Financial Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q3 2020, closing a stake of 16,205 shares — an estimated $432K sold.

Andesa Financial Management first reported a position in IBDU in Q2 2020 and held it in 1 quarter. The position peaked at $432K in Q2 2020. 36 funds tracked by Wall St. Rank hold IBDU as of Q3 2020.

  • Andesa Financial Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Andesa Financial Management sold 16,205 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2020, an estimated $432K.
  • Andesa Financial Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Andesa Financial Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $432K in Q2 2020.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2020.

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