BerganKDV Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

BerganKDV Wealth Management’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	-27,731	Closed	-$689K	–	1001
2019 Q3	$689K	Hold	27,731	–	–	0.14%	108
2019 Q2	$690K	Hold	27,731	–	–	0.14%	115
2019 Q1	$689K	Buy	27,731 +2,000	+8%	+$49.7K	0.14%	110
2018 Q4	$638K	Hold	25,731	–	–	0.15%	107
2018 Q3	$638K	Buy	25,731 +1,226	+5%	+$30.4K	0.14%	114
2018 Q2	$607K	Buy	24,505 +4,640	+23%	+$115K	0.14%	115
2018 Q1	$492K	Buy	19,865 +11,519	+138%	+$286K	0.13%	120
2017 Q4	$208K	Buy	+8,346	New	+$208K	0.05%	193

Other funds holding IBDK

VFA

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

BerganKDV Wealth Management's IBDK Position: Q4 2019 in Review

BerganKDV Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 27,731 shares — an estimated $689K sold.

BerganKDV Wealth Management first reported a position in IBDK in Q4 2017 and held it in 8 quarters. The position peaked at $690K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

BerganKDV Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 27,731 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $689K.
BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2017 and held it in 8 quarters.
BerganKDV Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $690K in Q2 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on BerganKDV Wealth Management's 13F filing for Q4 2019, filed 10 Feb 2020.