BerganKDV Wealth Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

BerganKDV Wealth Management’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-12,994	Closed	-$326K	–	734
2018 Q3	$326K	Buy	12,994 +9	+0.1%	+$226	0.07%	147
2018 Q2	$326K	Buy	12,985 +1,007	+8%	+$25.3K	0.07%	145
2018 Q1	$301K	Buy	+11,978	New	+$301K	0.08%	145

BerganKDV Wealth Management's IBDH Position: Q4 2018 in Review

BerganKDV Wealth Management sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 12,994 shares — an estimated $326K sold.

BerganKDV Wealth Management first reported a position in IBDH in Q1 2018 and held it in 3 quarters. The position peaked at $326K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

BerganKDV Wealth Management reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
BerganKDV Wealth Management sold 12,994 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $326K.
BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
BerganKDV Wealth Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $326K in Q3 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on BerganKDV Wealth Management's 13F filing for Q4 2018, filed 1 Feb 2019.