Fidelity Investments
IBDL

Fidelity Investments’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Fidelity Investments’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
Q3 		– Sell
-82
Closed -$2K – 4158
2020
Q2 		$2K Buy
82
+80
+4,000% +$2.02K ﹤0.01% 3419
2020
Q1 		$0 Sell
2
-42
-95% -$1.06K ﹤0.01% 4485
2019
Q4 		$1K Hold
44
– – ﹤0.01% 3724
2019
Q3 		$1K Sell
44
-2,004
-98% -$50.8K ﹤0.01% 3719
2019
Q2 		$52K Buy
2,048
+2,047
+204,700% +$51.7K ﹤0.01% 2852
2019
Q1 		$0 Buy
+1
New +$25 ﹤0.01% 4403

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Fidelity Investments's IBDL Position: Q3 2020 in Review

Fidelity Investments sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 82 shares — an estimated $2K sold.

Fidelity Investments first reported a position in IBDL in Q1 2019 and held it in 6 quarters. The position peaked at $52K in Q2 2019. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • Fidelity Investments reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Fidelity Investments sold 82 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $2K.
  • Fidelity Investments first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 6 quarters.
  • Fidelity Investments's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $52K in Q2 2019.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Fidelity Investments's 13F filing for Q3 2020, filed 13 Nov 2020.