BCWM
IBDK

Bartlett & Co Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Bartlett & Co Wealth Management’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
-733
Closed -$18.2K – 899
2019
Q3 		$18.2K Buy
+733
New +$18.2K ﹤0.01% 667

Other funds holding IBDK

VFA
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Bartlett & Co Wealth Management's IBDK Position: Q4 2019 in Review

Bartlett & Co Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 733 shares — an estimated $18.2K sold.

Bartlett & Co Wealth Management first reported a position in IBDK in Q3 2019 and held it in 1 quarter. The position peaked at $18.2K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Bartlett & Co Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 733 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $18.2K.
  • Bartlett & Co Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $18.2K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2024.