Archford Capital Strategies’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-2,262
Closed -$57K 558
2018
Q3
$57K Hold
2,262
0.02% 286
2018
Q2
$57K Sell
2,262
-123
-5% -$3.09K 0.02% 291
2018
Q1
$60K Buy
+2,385
New +$59.9K 0.03% 195
2017
Q2
Sell
-2,385
Closed -$60K 742
2017
Q1
$60K Buy
+2,385
New +$60K 0.02% 276

Archford Capital Strategies's IBDH Position: Q4 2018 in Review

Archford Capital Strategies sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 2,262 shares — an estimated $57K sold.

Archford Capital Strategies first reported a position in IBDH in Q1 2017 and held it in 4 quarters. The position peaked at $60K in Q1 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Archford Capital Strategies reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 2,262 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $57K.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2017 and held it in 4 quarters.
  • Archford Capital Strategies's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $60K in Q1 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Archford Capital Strategies's 13F filing for Q4 2018, filed 13 Feb 2019.