BFEC
IBDL

Benjamin F. Edwards & Company’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Benjamin F. Edwards & Company’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
-56,769
Closed -$1.43M – 1780
2020
Q3 		$1.43M Sell
56,769
-216,743
-79% -$5.47M 0.1% 217
2020
Q2 		$6.93M Buy
273,512
+12,744
+5% +$322K 0.5% 47
2020
Q1 		$6.57M Buy
260,768
+32,176
+14% +$811K 0.56% 34
2019
Q4 		$5.78M Buy
228,592
+39,785
+21% +$1.01M 0.41% 59
2019
Q3 		$4.79M Buy
188,807
+9,707
+5% +$246K 0.37% 62
2019
Q2 		$4.54M Buy
179,100
+21,232
+13% +$536K 0.38% 58
2019
Q1 		$3.98M Buy
157,868
+67,702
+75% +$1.7M 0.36% 60
2018
Q4 		$2.25M Buy
90,166
+88,124
+4,316% +$2.2M 0.23% 99
2018
Q3 		$51K Buy
+2,042
New +$51.1K ﹤0.01% 858

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Benjamin F. Edwards & Company's IBDL Position: Q4 2020 in Review

Benjamin F. Edwards & Company sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 56,769 shares — an estimated $1.43M sold.

Benjamin F. Edwards & Company first reported a position in IBDL in Q3 2018 and held it in 9 quarters. The position peaked at $6.93M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Benjamin F. Edwards & Company reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 56,769 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.43M.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2018 and held it in 9 quarters.
  • Benjamin F. Edwards & Company's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $6.93M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

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