BFA
IBDL

Beaumont Financial Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Beaumont Financial 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
-9,500
Closed -$240K – 363
2020
Q3 		$240K Hold
9,500
– – 0.02% 284
2020
Q2 		$241K Buy
+9,500
New +$240K 0.03% 251

Other funds holding IBDL

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

Beaumont Financial Advisors's IBDL Position: Q4 2020 in Review

Beaumont Financial Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 9,500 shares — an estimated $240K sold.

Beaumont Financial Advisors first reported a position in IBDL in Q2 2020 and held it in 2 quarters. The position peaked at $241K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Beaumont Financial Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 9,500 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $240K.
  • Beaumont Financial Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $241K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Beaumont Financial Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.