AWM
IBDL

Avior Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Avior Wealth Management’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
-2,971
Closed -$74K – 1123
2020
Q3 		$74K Buy
2,971
+9
+0.3% +$227 0.01% 475
2020
Q2 		$75K Buy
2,962
+12
+0.4% +$303 0.01% 464
2020
Q1 		$74K Buy
2,950
+9
+0.3% +$227 0.01% 432
2019
Q4 		$74K Buy
2,941
+620
+27% +$15.7K 0.01% 446
2019
Q3 		$58K Buy
2,321
+14
+0.6% +$355 0.01% 449
2019
Q2 		$58K Buy
2,307
+15
+0.7% +$379 0.01% 441
2019
Q1 		$57K Buy
2,292
+11
+0.5% +$276 0.01% 424
2018
Q4 		$57K Buy
2,281
+17
+0.8% +$424 0.01% 464
2018
Q3 		$57K Buy
2,264
+14
+0.6% +$350 0.01% 477
2018
Q2 		$56K Buy
2,250
+13
+0.6% +$325 0.01% 480
2018
Q1 		$56K Buy
+2,237
New +$56.3K 0.01% 482

Other funds holding IBDL

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

Avior Wealth Management's IBDL Position: Q4 2020 in Review

Avior Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 2,971 shares — an estimated $74K sold.

Avior Wealth Management first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $75K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Avior Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Avior Wealth Management sold 2,971 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $74K.
  • Avior Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
  • Avior Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $75K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Avior Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.