Fidelity Investments’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Fidelity Investments’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 Q3	–	Sell	-2,019	Closed	-$50K	–	4487
2019 Q2	$50K	Buy	+2,019	New	+$50.1K	﹤0.01%	2864
2019 Q1	–	Sell	-1	Closed	–	–	4558
2018 Q4	$0	Buy	+1	New	+$25	﹤0.01%	4520

Other funds holding IBDK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Fidelity Investments's IBDK Position: Q3 2019 in Review

Fidelity Investments sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019, closing a stake of 2,019 shares — an estimated $50K sold.

Fidelity Investments first reported a position in IBDK in Q4 2018 and held it in 2 quarters. The position peaked at $50K in Q2 2019. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

Fidelity Investments reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Fidelity Investments sold 2,019 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $50K.
Fidelity Investments first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2018 and held it in 2 quarters.
Fidelity Investments's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $50K in Q2 2019.
120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

Based on Fidelity Investments's 13F filing for Q3 2019, filed 13 Nov 2019.