BEI
IBDL

Benjamin Edwards Inc’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Benjamin Edwards Inc’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
-4,983
Closed -$126K – 393
2020
Q3 		$126K Buy
4,983
+777
+18% +$19.6K 0.1% 154
2020
Q2 		$107K Sell
4,206
-123
-3% -$3.11K 0.09% 155
2020
Q1 		$109K Buy
4,329
+1,607
+59% +$40.5K 0.11% 137
2019
Q4 		$69K Buy
2,722
+121
+5% +$3.06K 0.14% 115
2019
Q3 		$66K Buy
2,601
+428
+20% +$10.8K 0.14% 117
2019
Q2 		$55K Buy
2,173
+225
+12% +$5.68K 0.13% 128
2019
Q1 		$49K Buy
+1,948
New +$49K 0.23% 122

Other funds holding IBDL

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

Benjamin Edwards Inc's IBDL Position: Q4 2020 in Review

Benjamin Edwards Inc sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 4,983 shares — an estimated $126K sold.

Benjamin Edwards Inc first reported a position in IBDL in Q1 2019 and held it in 7 quarters. The position peaked at $126K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Benjamin Edwards Inc reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Benjamin Edwards Inc sold 4,983 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $126K.
  • Benjamin Edwards Inc first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 7 quarters.
  • Benjamin Edwards Inc's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $126K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Benjamin Edwards Inc's 13F filing for Q4 2020, filed 16 Feb 2021.