Capital Investment Advisory Services’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Capital Investment Advisory Services’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	-350	Closed	-$9K	–	719
2020 Q3	$9K	Sell	350 -159	-31%	-$4.01K	﹤0.01%	553
2020 Q2	$13K	Buy	509 +159	+45%	+$4.02K	﹤0.01%	469
2020 Q1	$9K	Hold	350	–	–	﹤0.01%	474
2019 Q4	$9K	Hold	350	–	–	﹤0.01%	484
2019 Q3	$9K	Buy	+350	New	+$8.86K	﹤0.01%	1028

Other funds holding IBDL

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

Capital Investment Advisory Services's IBDL Position: Q4 2020 in Review

Capital Investment Advisory Services sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 350 shares — an estimated $9K sold.

Capital Investment Advisory Services first reported a position in IBDL in Q3 2019 and held it in 5 quarters. The position peaked at $13K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Capital Investment Advisory Services reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Capital Investment Advisory Services sold 350 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $9K.
Capital Investment Advisory Services first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2019 and held it in 5 quarters.
Capital Investment Advisory Services's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $13K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Capital Investment Advisory Services's 13F filing for Q4 2020, filed 25 Jan 2021.