CAL
IBDL

Capital Advisors Ltd’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Capital Advisors Ltd’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
-590
Closed -$15K – 461
2020
Q3 		$15K Hold
590
– – ﹤0.01% 357
2020
Q2 		$15K Hold
590
– – ﹤0.01% 346
2020
Q1 		$15K Hold
590
– – ﹤0.01% 337
2019
Q4 		$15K Sell
590
-590
-50% -$14.9K ﹤0.01% 328
2019
Q3 		$30K Buy
+1,180
New +$29.9K 0.01% 282

Other funds holding IBDL

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

Capital Advisors Ltd's IBDL Position: Q4 2020 in Review

Capital Advisors Ltd sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 590 shares — an estimated $15K sold.

Capital Advisors Ltd first reported a position in IBDL in Q3 2019 and held it in 5 quarters. The position peaked at $30K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Capital Advisors Ltd reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Capital Advisors Ltd sold 590 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $15K.
  • Capital Advisors Ltd first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2019 and held it in 5 quarters.
  • Capital Advisors Ltd's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $30K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Capital Advisors Ltd's 13F filing for Q4 2020, filed 10 Feb 2021.