BEI
IBDK

Benjamin Edwards Inc’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Benjamin Edwards Inc’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
-2,630
Closed -$65K – 308
2019
Q3 		$65K Sell
2,630
-110
-4% -$2.73K 0.14% 120
2019
Q2 		$68K Buy
2,740
+268
+11% +$6.66K 0.16% 112
2019
Q1 		$61K Buy
+2,472
New +$61.4K 0.29% 111

Other funds holding IBDK

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

Benjamin Edwards Inc's IBDK Position: Q4 2019 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 2,630 shares — an estimated $65K sold.

Benjamin Edwards Inc first reported a position in IBDK in Q1 2019 and held it in 3 quarters. The position peaked at $68K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Benjamin Edwards Inc sold 2,630 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $65K.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2019 and held it in 3 quarters.
  • Benjamin Edwards Inc's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $68K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Benjamin Edwards Inc's 13F filing for Q4 2019, filed 6 Feb 2020.