FCIM
IBDK

Fairview Capital Investment Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Fairview Capital Investment Management’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
-22,050
Closed -$547K – 146
2019
Q3 		$547K Hold
22,050
– – 0.03% 105
2019
Q2 		$548K Hold
22,050
– – 0.03% 105
2019
Q1 		$548K Hold
22,050
– – 0.03% 105
2018
Q4 		$546K Hold
22,050
– – 0.03% 99
2018
Q3 		$547K Buy
22,050
+825
+4% +$20.4K 0.03% 87
2018
Q2 		$526K Buy
21,225
+11,400
+116% +$282K 0.03% 85
2018
Q1 		$243K Sell
9,825
-1,000
-9% -$24.8K 0.02% 112
2017
Q4 		$269K Buy
10,825
+1,000
+10% +$24.9K 0.02% 103
2017
Q3 		$246K Sell
9,825
-1,000
-9% -$25K 0.02% 105
2017
Q2 		$271K Buy
+10,825
New +$270K 0.02% 97

Other funds holding IBDK

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

Fairview Capital Investment Management's IBDK Position: Q4 2019 in Review

Fairview Capital Investment Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 22,050 shares — an estimated $547K sold.

Fairview Capital Investment Management first reported a position in IBDK in Q2 2017 and held it in 10 quarters. The position peaked at $548K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Fairview Capital Investment Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Fairview Capital Investment Management sold 22,050 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $547K.
  • Fairview Capital Investment Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2017 and held it in 10 quarters.
  • Fairview Capital Investment Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $548K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Fairview Capital Investment Management's 13F filing for Q4 2019, filed 12 Feb 2020.