Eldridge Investment Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Eldridge Investment Advisors’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	-13,376	Closed	-$337K	–	111
2020 Q3	$337K	Buy	13,376 +4	+0%	+$101	0.16%	70
2020 Q2	$339K	Sell	13,372 -22,557	-63%	-$570K	0.17%	71
2020 Q1	$904K	Sell	35,929 -19,221	-35%	-$485K	0.51%	33
2019 Q4	$1.4M	Sell	55,150 -6,855	-11%	-$174K	0.68%	28
2019 Q3	$1.57M	Sell	62,005 -1,883	-3%	-$47.7K	0.81%	21
2019 Q2	$1.62M	Sell	63,888 -20,951	-25%	-$529K	0.86%	20
2019 Q1	$2.14M	Buy	84,839 +6,450	+8%	+$162K	1.15%	20
2018 Q4	$1.96M	Buy	+78,389	New	+$1.96M	1.21%	21

Other funds holding IBDL

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

Eldridge Investment Advisors's IBDL Position: Q4 2020 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 13,376 shares — an estimated $337K sold.

Eldridge Investment Advisors first reported a position in IBDL in Q4 2018 and held it in 8 quarters. The position peaked at $2.14M in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Eldridge Investment Advisors sold 13,376 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $337K.
Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 8 quarters.
Eldridge Investment Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $2.14M in Q1 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Eldridge Investment Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.