Freedom Investment Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-74,361
Closed -$1.87M 959
2018
Q3
$1.87M Sell
74,361
-2,013
-3% -$50.6K 0.12% 172
2018
Q2
$1.92M Buy
76,374
+30,700
+67% +$771K 0.12% 172
2018
Q1
$1.15M Buy
45,674
+1,529
+3% +$38.4K 0.06% 334
2017
Q4
$1.11M Buy
44,145
+259
+0.6% +$6.51K 0.06% 329
2017
Q3
$1.1M Buy
43,886
+2,259
+5% +$56.9K 0.06% 306
2017
Q2
$1.05M Buy
41,627
+2,436
+6% +$61.3K 0.06% 296
2017
Q1
$986K Buy
39,191
+1,652
+4% +$41.6K 0.06% 296
2016
Q4
$943K Buy
+37,539
New +$945K 0.06% 260

Freedom Investment Management's IBDH Position: Q4 2018 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 74,361 shares — an estimated $1.87M sold.

Freedom Investment Management first reported a position in IBDH in Q4 2016 and held it in 8 quarters. The position peaked at $1.92M in Q2 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Freedom Investment Management reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Freedom Investment Management sold 74,361 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $1.87M.
  • Freedom Investment Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2016 and held it in 8 quarters.
  • Freedom Investment Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $1.92M in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Freedom Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.