Cary Street Partners Investment Advisory’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Cary Street Partners Investment Advisory’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	-79,921	Closed	-$2.02M	–	971
2020 Q3	$2.02M	Buy	+79,921	New	+$2.02M	0.43%	70

Other funds holding IBDL

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

Cary Street Partners Investment Advisory's IBDL Position: Q4 2020 in Review

Cary Street Partners Investment Advisory sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 79,921 shares — an estimated $2.02M sold.

Cary Street Partners Investment Advisory first reported a position in IBDL in Q3 2020 and held it in 1 quarter. The position peaked at $2.02M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Cary Street Partners Investment Advisory reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 79,921 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $2.02M.
Cary Street Partners Investment Advisory first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
Cary Street Partners Investment Advisory's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $2.02M in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Cary Street Partners Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.