FIM
IBDL

Freedom Investment Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Freedom Investment 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
-88,518
Closed -$2.23M – 667
2020
Q3 		$2.23M Sell
88,518
-270,832
-75% -$6.84M 0.24% 86
2020
Q2 		$9.1M Buy
359,350
+246,569
+219% +$6.23M 0.99% 15
2020
Q1 		$2.85M Buy
112,781
+15,200
+16% +$383K 0.25% 88
2019
Q4 		$2.47M Sell
97,581
-269,444
-73% -$6.82M 0.22% 98
2019
Q3 		$9.31M Buy
367,025
+254,119
+225% +$6.44M 0.81% 17
2019
Q2 		$2.86M Sell
112,906
-19,141
-14% -$483K 0.24% 82
2019
Q1 		$3.33M Buy
132,047
+54,372
+70% +$1.37M 0.27% 73
2018
Q4 		$1.94M Buy
77,675
+29,591
+62% +$739K 0.15% 124
2018
Q3 		$1.2M Sell
48,084
-505
-1% -$12.6K 0.08% 279
2018
Q2 		$1.22M Buy
48,589
+3,337
+7% +$83.5K 0.07% 293
2018
Q1 		$1.13M Buy
45,252
+1,513
+3% +$38.1K 0.06% 339
2017
Q4 		$1.11M Buy
43,739
+266
+0.6% +$6.76K 0.06% 332
2017
Q3 		$1.11M Buy
+43,473
New +$1.11M 0.06% 303

Other funds holding IBDL

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

Freedom Investment Management's IBDL Position: Q4 2020 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 88,518 shares — an estimated $2.23M sold.

Freedom Investment Management first reported a position in IBDL in Q3 2017 and held it in 13 quarters. The position peaked at $9.31M in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Freedom Investment Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Freedom Investment Management sold 88,518 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $2.23M.
  • Freedom Investment Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2017 and held it in 13 quarters.
  • Freedom Investment Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $9.31M in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Freedom Investment Management's 13F filing for Q4 2020, filed 11 Feb 2021.