ACS
IBDK

Archford Capital Strategies’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Archford Capital Strategies’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-26,429
Closed -$657K – 224
2019
Q3 		$657K Buy
26,429
+739
+3% +$18.4K 0.25% 127
2019
Q2 		$639K Buy
25,690
+3,985
+18% +$99K 0.23% 128
2019
Q1 		$540K Buy
21,705
+6,619
+44% +$164K 0.2% 146
2018
Q4 		$374K Buy
15,086
+2,011
+15% +$49.8K 0.15% 173
2018
Q3 		$324K Buy
13,075
+2,878
+28% +$71.3K 0.12% 185
2018
Q2 		$253K Buy
10,197
+4,649
+84% +$115K 0.09% 195
2018
Q1 		$138K Buy
+5,548
New +$138K 0.06% 141
2017
Q2 		– Sell
-794
Closed -$20K – 738
2017
Q1 		$20K Buy
794
+594
+297% +$14.8K 0.01% 373
2016
Q4 		$4K Buy
+200
New +$5K ﹤0.01% 449

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Archford Capital Strategies's IBDK Position: Q4 2019 in Review

Archford Capital Strategies sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 26,429 shares — an estimated $657K sold.

Archford Capital Strategies first reported a position in IBDK in Q4 2016 and held it in 9 quarters. The position peaked at $657K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Archford Capital Strategies reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 26,429 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $657K.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2016 and held it in 9 quarters.
  • Archford Capital Strategies's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $657K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Archford Capital Strategies's 13F filing for Q4 2019, filed 15 Jan 2020.