BWP
IBDK

Baldwin Wealth Partners’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Baldwin Wealth Partners’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
-2,021
Closed -$50K – 571
2019
Q3 		$50K Hold
2,021
– – 0.01% 308
2019
Q2 		$50K Hold
2,021
– – 0.01% 309
2019
Q1 		$50K Hold
2,021
– – 0.01% 303
2018
Q4 		$50K Hold
2,021
– – 0.01% 291
2018
Q3 		$50K Hold
2,021
– – 0.01% 317
2018
Q2 		$50K Hold
2,021
– – 0.01% 317
2018
Q1 		$50K Buy
+2,021
New +$50.1K 0.01% 297

Other funds holding IBDK

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

Baldwin Wealth Partners's IBDK Position: Q4 2019 in Review

Baldwin Wealth Partners sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 2,021 shares — an estimated $50K sold.

Baldwin Wealth Partners first reported a position in IBDK in Q1 2018 and held it in 7 quarters. The position peaked at $50K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Baldwin Wealth Partners reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Baldwin Wealth Partners sold 2,021 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $50K.
  • Baldwin Wealth Partners first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 7 quarters.
  • Baldwin Wealth Partners's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $50K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Baldwin Wealth Partners's 13F filing for Q4 2019, filed 29 Jan 2020.