Baldwin Wealth Partners’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Baldwin Wealth Partners’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	-1,995	Closed	-$50K	–	575
2020 Q3	$50K	Hold	1,995	–	–	0.01%	300
2020 Q2	$51K	Hold	1,995	–	–	0.01%	292
2020 Q1	$50K	Hold	1,995	–	–	0.01%	273
2019 Q4	$50K	Hold	1,995	–	–	0.01%	316
2019 Q3	$51K	Hold	1,995	–	–	0.01%	303
2019 Q2	$51K	Hold	1,995	–	–	0.01%	303
2019 Q1	$50K	Hold	1,995	–	–	0.01%	300
2018 Q4	$50K	Hold	1,995	–	–	0.01%	288
2018 Q3	$50K	Hold	1,995	–	–	0.01%	314
2018 Q2	$50K	Hold	1,995	–	–	0.01%	313
2018 Q1	$50K	Buy	+1,995	New	+$50.2K	0.01%	294

Other funds holding IBDL

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

Baldwin Wealth Partners's IBDL Position: Q4 2020 in Review

Baldwin Wealth Partners sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 1,995 shares — an estimated $50K sold.

Baldwin Wealth Partners first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $51K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Baldwin Wealth Partners reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Baldwin Wealth Partners sold 1,995 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $50K.
Baldwin Wealth Partners first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
Baldwin Wealth Partners's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $51K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Baldwin Wealth Partners's 13F filing for Q4 2020, filed 12 Jan 2021.