CC
IBDK

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

Courier Capital’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
-17,240
Closed -$428K – 302
2019
Q3 		$428K Hold
17,240
– – 0.06% 183
2019
Q2 		$429K Hold
17,240
– – 0.05% 178
2019
Q1 		$429K Hold
17,240
– – 0.06% 170
2018
Q4 		$428K Hold
17,240
– – 0.06% 164
2018
Q3 		$428K Hold
17,240
– – 0.05% 178
2018
Q2 		$427K Buy
17,240
+1,000
+6% +$24.8K 0.06% 183
2018
Q1 		$402K Sell
16,240
-4,190
-21% -$104K 0.05% 190
2017
Q4 		$508K Hold
20,430
– – 0.07% 157
2017
Q3 		$512K Hold
20,430
– – 0.07% 149
2017
Q2 		$511K Hold
20,430
– – 0.09% 142
2017
Q1 		$510K Buy
20,430
+4,400
+27% +$110K 0.09% 141
2016
Q4 		$399K Buy
16,030
+600
+4% +$15K 0.08% 168
2016
Q3 		$388K Hold
15,430
– – 0.08% 179
2016
Q2 		$391K Buy
15,430
+3,230
+26% +$81.1K 0.08% 179
2016
Q1 		$366K Buy
+12,200
New +$302K 0.08% 183

Other funds holding IBDK

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

Courier Capital's IBDK Position: Q4 2019 in Review

Courier Capital sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 17,240 shares — an estimated $428K sold.

Courier Capital first reported a position in IBDK in Q1 2016 and held it in 15 quarters. The position peaked at $512K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Courier Capital reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Courier Capital sold 17,240 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $428K.
  • Courier Capital first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2016 and held it in 15 quarters.
  • Courier Capital's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $512K in Q3 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Courier Capital's 13F filing for Q4 2019, filed 10 Jan 2020.