Asset Planning Services (Pennsylvania)’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Asset Planning Services (Pennsylvania)’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	-12,995	Closed	-$328K	–	81
2020 Q3	$328K	Sell	12,995 -3,107	-19%	-$78.4K	0.14%	63
2020 Q2	$408K	Buy	16,102 +17	+0.1%	+$430	0.18%	58
2020 Q1	$406K	Buy	16,085 +6	+0%	+$151	0.2%	55
2019 Q4	$407K	Buy	16,079 +32	+0.2%	+$810	0.17%	60
2019 Q3	$407K	Buy	16,047 +19	+0.1%	+$481	0.18%	59
2019 Q2	$406K	Buy	16,028 +20	+0.1%	+$505	0.18%	58
2019 Q1	$404K	Buy	+16,008	New	+$402K	0.19%	56

Other funds holding IBDL

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

Asset Planning Services (Pennsylvania)'s IBDL Position: Q4 2020 in Review

Asset Planning Services (Pennsylvania) sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 12,995 shares — an estimated $328K sold.

Asset Planning Services (Pennsylvania) first reported a position in IBDL in Q1 2019 and held it in 7 quarters. The position peaked at $408K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Asset Planning Services (Pennsylvania) reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 12,995 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $328K.
Asset Planning Services (Pennsylvania) first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 7 quarters.
Asset Planning Services (Pennsylvania)'s iShares iBonds Dec 2020 Term Corporate ETF position peaked at $408K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2020, filed 9 Feb 2021.