FIM
IBDK

Freedom Investment Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Freedom Investment Management’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
Q4 		– Sell
-102,627
Closed -$2.55M – 733
2019
Q3 		$2.55M Sell
102,627
-361,047
-78% -$8.97M 0.22% 92
2019
Q2 		$11.5M Buy
463,674
+84,144
+22% +$2.09M 0.97% 15
2019
Q1 		$9.44M Buy
379,530
+272,684
+255% +$6.77M 0.76% 18
2018
Q4 		$2.65M Buy
106,846
+57,898
+118% +$1.43M 0.21% 82
2018
Q3 		$1.21M Sell
48,948
-548
-1% -$13.6K 0.08% 278
2018
Q2 		$1.23M Buy
49,496
+3,483
+8% +$86.2K 0.07% 290
2018
Q1 		$1.14M Buy
46,013
+1,577
+4% +$39.1K 0.06% 336
2017
Q4 		$1.1M Buy
44,436
+331
+0.8% +$8.25K 0.06% 333
2017
Q3 		$1.1M Buy
44,105
+2,265
+5% +$56.7K 0.06% 305
2017
Q2 		$1.05M Buy
41,840
+2,458
+6% +$61.4K 0.06% 299
2017
Q1 		$984K Buy
39,382
+1,681
+4% +$41.9K 0.06% 297
2016
Q4 		$938K Buy
+37,701
New +$942K 0.06% 265

Other funds holding IBDK

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Freedom Investment Management's IBDK Position: Q4 2019 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 102,627 shares — an estimated $2.55M sold.

Freedom Investment Management first reported a position in IBDK in Q4 2016 and held it in 12 quarters. The position peaked at $11.5M in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Freedom Investment Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Freedom Investment Management sold 102,627 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $2.55M.
  • Freedom Investment Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2016 and held it in 12 quarters.
  • Freedom Investment Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $11.5M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Freedom Investment Management's 13F filing for Q4 2019, filed 24 Jan 2020.