FWP
IBDL

FAS Wealth Partners’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

FAS Wealth Partners’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
-1,579
Closed -$40K – 349
2020
Q3 		$40K Buy
1,579
+5
+0.3% +$126 0.01% 274
2020
Q2 		$40K Buy
1,574
+8
+0.5% +$202 0.01% 265
2020
Q1 		$39K Buy
1,566
+7
+0.4% +$176 0.01% 249
2019
Q4 		$39K Buy
+1,559
New +$39.5K 0.01% 233

Other funds holding IBDL

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

FAS Wealth Partners's IBDL Position: Q4 2020 in Review

FAS Wealth Partners sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 1,579 shares — an estimated $40K sold.

FAS Wealth Partners first reported a position in IBDL in Q4 2019 and held it in 4 quarters. The position peaked at $40K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • FAS Wealth Partners reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • FAS Wealth Partners sold 1,579 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $40K.
  • FAS Wealth Partners first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
  • FAS Wealth Partners's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $40K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on FAS Wealth Partners's 13F filing for Q4 2020, filed 10 Feb 2021.