Benjamin F. Edwards & Company
IBDK

Benjamin F. Edwards & Company’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Benjamin F. Edwards & Company’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
-178,954
Closed -$4.45M – 1996
2019
Q3 		$4.45M Buy
178,954
+5,153
+3% +$128K 0.35% 69
2019
Q2 		$4.32M Buy
173,801
+20,439
+13% +$508K 0.36% 65
2019
Q1 		$3.81M Buy
153,362
+64,272
+72% +$1.6M 0.35% 67
2018
Q4 		$2.21M Buy
89,090
+87,027
+4,218% +$2.16M 0.23% 103
2018
Q3 		$51K Buy
+2,063
New +$51.1K ﹤0.01% 859

Other funds holding IBDK

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Benjamin F. Edwards & Company's IBDK Position: Q4 2019 in Review

Benjamin F. Edwards & Company sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 178,954 shares — an estimated $4.45M sold.

Benjamin F. Edwards & Company first reported a position in IBDK in Q3 2018 and held it in 5 quarters. The position peaked at $4.45M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Benjamin F. Edwards & Company reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 178,954 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $4.45M.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2018 and held it in 5 quarters.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $4.45M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

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