Commonwealth Equity Services
IBDK

Commonwealth Equity Services’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Commonwealth Equity Services’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
-97,599
Closed -$2.42M – 2999
2019
Q3 		$2.42M Buy
97,599
+22,626
+30% +$562K 0.01% 879
2019
Q2 		$1.86M Buy
74,973
+5,800
+8% +$144K 0.01% 995
2019
Q1 		$1.72M Buy
69,173
+3,499
+5% +$86.9K 0.01% 992
2018
Q4 		$1.63M Buy
65,674
+11,635
+22% +$288K 0.01% 952
2018
Q3 		$1.34M Sell
54,039
-5,006
-8% -$124K 0.01% 1142
2018
Q2 		$1.46M Buy
59,045
+1,415
+2% +$35K 0.01% 1075
2018
Q1 		$1.43M Sell
57,630
-851
-1% -$21.1K 0.01% 1059
2017
Q4 		$1.45M Buy
58,481
+11,064
+23% +$276K 0.01% 1015
2017
Q3 		$1.19M Buy
47,417
+3,754
+9% +$93.9K 0.01% 1096
2017
Q2 		$1.09M Buy
43,663
+7,264
+20% +$181K 0.01% 1099
2017
Q1 		$909K Buy
36,399
+15,596
+75% +$389K 0.01% 1167
2016
Q4 		$518K Buy
20,803
+660
+3% +$16.5K ﹤0.01% 1392
2016
Q3 		$506K Buy
20,143
+2,541
+14% +$64.1K ﹤0.01% 1375
2016
Q2 		$446K Buy
17,602
+3,889
+28% +$97.7K ﹤0.01% 1432
2016
Q1 		$344K Buy
+13,713
New +$340K ﹤0.01% 1542

Other funds holding IBDK

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

Commonwealth Equity Services's IBDK Position: Q4 2019 in Review

Commonwealth Equity Services sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 97,599 shares — an estimated $2.42M sold.

Commonwealth Equity Services first reported a position in IBDK in Q1 2016 and held it in 15 quarters. The position peaked at $2.42M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Commonwealth Equity Services reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Commonwealth Equity Services sold 97,599 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $2.42M.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2016 and held it in 15 quarters.
  • Commonwealth Equity Services's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $2.42M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Commonwealth Equity Services's 13F filing for Q4 2019, filed 5 Feb 2020.