CAPTRUST Financial Advisors
IBDH

CAPTRUST Financial Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-235
Closed -$6K – 1757
2018
Q3 		$6K Hold
235
– – ﹤0.01% 1347
2018
Q2 		$6K Hold
235
– – ﹤0.01% 1317
2018
Q1 		$6K Hold
235
– – ﹤0.01% 1152
2017
Q4 		$6K Hold
235
– – ﹤0.01% 1113
2017
Q3 		$6K Buy
+235
New +$5.92K ﹤0.01% 482

CAPTRUST Financial Advisors's IBDH Position: Q4 2018 in Review

CAPTRUST Financial Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 235 shares — an estimated $6K sold.

CAPTRUST Financial Advisors first reported a position in IBDH in Q3 2017 and held it in 5 quarters. The position peaked at $6K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • CAPTRUST Financial Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 235 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $6K.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q3 2017 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $6K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q4 2018, filed 13 Feb 2019.