Fairview Capital Investment Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-17,728
Closed -$445K 147
2018
Q3
$445K Hold
17,728
0.03% 100
2018
Q2
$445K Hold
17,728
0.03% 96
2018
Q1
$445K Sell
17,728
-1,000
-5% -$25.1K 0.03% 90
2017
Q4
$471K Buy
18,728
+3,000
+19% +$75.4K 0.03% 85
2017
Q3
$396K Hold
15,728
0.02% 88
2017
Q2
$396K Buy
15,728
+7,175
+84% +$181K 0.03% 87
2017
Q1
$215K Buy
+8,553
New +$215K 0.02% 93

Fairview Capital Investment Management's IBDH Position: Q4 2018 in Review

Fairview Capital Investment Management sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 17,728 shares — an estimated $445K sold.

Fairview Capital Investment Management first reported a position in IBDH in Q1 2017 and held it in 7 quarters. The position peaked at $471K in Q4 2017. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Fairview Capital Investment Management reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Fairview Capital Investment Management sold 17,728 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $445K.
  • Fairview Capital Investment Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2017 and held it in 7 quarters.
  • Fairview Capital Investment Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $471K in Q4 2017.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Fairview Capital Investment Management's 13F filing for Q4 2018, filed 12 Feb 2019.