ACS
IBDL

Archford Capital Strategies’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Archford Capital Strategies’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-85,833
Closed -$2.17M – 264
2020
Q3 		$2.17M Buy
85,833
+9,528
+12% +$241K 0.58% 47
2020
Q2 		$1.93M Buy
76,305
+35,892
+89% +$907K 0.58% 49
2020
Q1 		$1.02M Buy
40,413
+5,344
+15% +$135K 0.4% 75
2019
Q4 		$887K Buy
35,069
+8,173
+30% +$207K 0.31% 100
2019
Q3 		$682K Buy
26,896
+1,437
+6% +$36.4K 0.25% 126
2019
Q2 		$645K Buy
25,459
+3,829
+18% +$96.6K 0.23% 126
2019
Q1 		$546K Buy
21,630
+4,662
+27% +$117K 0.2% 143
2018
Q4 		$424K Buy
16,968
+2,232
+15% +$55.7K 0.17% 155
2018
Q3 		$369K Buy
14,736
+3,186
+28% +$79.7K 0.13% 171
2018
Q2 		$289K Buy
11,550
+5,084
+79% +$127K 0.1% 188
2018
Q1 		$164K Buy
+6,466
New +$163K 0.07% 123
2017
Q2 		– Sell
-1,207
Closed -$31K – 680
2017
Q1 		$31K Buy
1,207
+1,007
+504% +$25.5K 0.01% 320
2016
Q4 		$5K Buy
+200
New +$5.09K ﹤0.01% 417

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Archford Capital Strategies's IBDL Position: Q4 2020 in Review

Archford Capital Strategies sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 85,833 shares — an estimated $2.17M sold.

Archford Capital Strategies first reported a position in IBDL in Q4 2016 and held it in 13 quarters. The position peaked at $2.17M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Archford Capital Strategies reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Archford Capital Strategies sold 85,833 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $2.17M.
  • Archford Capital Strategies first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2016 and held it in 13 quarters.
  • Archford Capital Strategies's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $2.17M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Archford Capital Strategies's 13F filing for Q4 2020, filed 19 Jan 2021.