BWA
IBDL

BDO Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

BDO Wealth Advisors’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
-1,154
Closed -$29K – 1022
2020
Q3 		$29K Hold
1,154
– – ﹤0.01% 385
2020
Q2 		$29K Hold
1,154
– – 0.01% 383
2020
Q1 		$29K Hold
1,154
– – 0.01% 400
2019
Q4 		$29K Hold
1,154
– – 0.01% 357
2019
Q3 		$29K Hold
1,154
– – 0.01% 373
2019
Q2 		$29K Hold
1,154
– – 0.01% 359
2019
Q1 		$29K Buy
+1,154
New +$29K 0.01% 337

Other funds holding IBDL

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

BDO Wealth Advisors's IBDL Position: Q4 2020 in Review

BDO Wealth Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 1,154 shares — an estimated $29K sold.

BDO Wealth Advisors first reported a position in IBDL in Q1 2019 and held it in 7 quarters. The position peaked at $29K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • BDO Wealth Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,154 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $29K.
  • BDO Wealth Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 7 quarters.
  • BDO Wealth Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $29K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.