Bridgeworth’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Bridgeworth’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	-10,015	Closed	-$249K	–	141
2019 Q3	$249K	Sell	10,015 -2,000	-17%	-$49.7K	0.1%	106
2019 Q2	$299K	Sell	12,015 -999	-8%	-$24.8K	0.11%	89
2019 Q1	$324K	Buy	+13,014	New	+$323K	0.13%	86
2018 Q4	–	Hold	0	–	–	–	77
2018 Q3	–	Sell	-13,014	Closed	-$323K	–	85
2018 Q2	$322K	Buy	+13,014	New	+$322K	0.14%	96
2018 Q1	–	Hold	0	–	–	–	101

Other funds holding IBDK

VFA

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

Bridgeworth's IBDK Position: Q4 2019 in Review

Bridgeworth sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 10,015 shares — an estimated $249K sold.

Bridgeworth first reported a position in IBDK in Q2 2018 and held it in 4 quarters. The position peaked at $324K in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Bridgeworth reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Bridgeworth sold 10,015 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $249K.
Bridgeworth first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2018 and held it in 4 quarters.
Bridgeworth's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $324K in Q1 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Bridgeworth's 13F filing for Q4 2019, filed 17 Jan 2020.