CAL
IBDK

Capital Advisors Ltd’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Capital Advisors Ltd’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
-400
Closed -$10K – 432
2019
Q3 		$10K Buy
+400
New +$9.94K ﹤0.01% 352

Other funds holding IBDK

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

Capital Advisors Ltd's IBDK Position: Q4 2019 in Review

Capital Advisors Ltd sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 400 shares — an estimated $10K sold.

Capital Advisors Ltd first reported a position in IBDK in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Capital Advisors Ltd reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Capital Advisors Ltd sold 400 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $10K.
  • Capital Advisors Ltd first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Capital Advisors Ltd's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $10K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Capital Advisors Ltd's 13F filing for Q4 2019, filed 3 Feb 2020.