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

Capital Investment Advisors’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	-12,833	Closed	-$319K	–	533
2019 Q3	$319K	Buy	12,833 +521	+4%	+$12.9K	0.02%	380
2019 Q2	$306K	Sell	12,312 -1,604	-12%	-$39.8K	0.02%	378
2019 Q1	$346K	Sell	13,916 -169	-1%	-$4.2K	0.02%	351
2018 Q4	$349K	Buy	14,085 +1,982	+16%	+$49.1K	0.02%	340
2018 Q3	$300K	Buy	+12,103	New	+$300K	0.02%	391

Other funds holding IBDK

VFA

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

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

Capital Investment Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 12,833 shares — an estimated $319K sold.

Capital Investment Advisors first reported a position in IBDK in Q3 2018 and held it in 5 quarters. The position peaked at $349K in Q4 2018. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Capital Investment Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisors sold 12,833 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $319K.
Capital Investment Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2018 and held it in 5 quarters.
Capital Investment Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $349K in Q4 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Capital Investment Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.