FWSM
IBDL

First Wilshire Securities Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

First Wilshire Securities Management’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
-13,867
Closed -$350K – 84
2020
Q3 		$350K Buy
+13,867
New +$350K 0.17% 58

Other funds holding IBDL

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

First Wilshire Securities Management's IBDL Position: Q4 2020 in Review

First Wilshire Securities Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 13,867 shares — an estimated $350K sold.

First Wilshire Securities Management first reported a position in IBDL in Q3 2020 and held it in 1 quarter. The position peaked at $350K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • First Wilshire Securities Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • First Wilshire Securities Management sold 13,867 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $350K.
  • First Wilshire Securities Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
  • First Wilshire Securities Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $350K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on First Wilshire Securities Management's 13F filing for Q4 2020, filed 17 Feb 2021.