BWM
IBDL

BerganKDV Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

BerganKDV Wealth Management’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
-24,423
Closed -$616K – 1034
2020
Q3 		$616K Hold
24,423
– – 0.1% 137
2020
Q2 		$619K Hold
24,423
– – 0.11% 130
2020
Q1 		$616K Hold
24,423
– – 0.13% 118
2019
Q4 		$618K Buy
24,423
+117
+0.5% +$2.96K 0.11% 130
2019
Q3 		$617K Buy
24,306
+1,950
+9% +$49.4K 0.12% 117
2019
Q2 		$567K Hold
22,356
– – 0.11% 131
2019
Q1 		$564K Buy
22,356
+1,855
+9% +$46.6K 0.12% 128
2018
Q4 		$512K Sell
20,501
-25
-0.1% -$624 0.12% 116
2018
Q3 		$514K Buy
20,526
+4,356
+27% +$109K 0.11% 123
2018
Q2 		$405K Buy
16,170
+3,925
+32% +$98.2K 0.09% 132
2018
Q1 		$307K Buy
+12,245
New +$308K 0.08% 143

Other funds holding IBDL

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

BerganKDV Wealth Management's IBDL Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 24,423 shares — an estimated $616K sold.

BerganKDV Wealth Management first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $619K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 24,423 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $616K.
  • BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
  • BerganKDV Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $619K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.