FBB
IBDL

Fulton Breakefield Broenniman’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Fulton Breakefield Broenniman’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
-8,975
Closed -$226K – 177
2020
Q3 		$226K Buy
8,975
+100
+1% +$2.52K 0.03% 161
2020
Q2 		$225K Buy
+8,875
New +$224K 0.03% 155

Other funds holding IBDL

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

Fulton Breakefield Broenniman's IBDL Position: Q4 2020 in Review

Fulton Breakefield Broenniman sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 8,975 shares — an estimated $226K sold.

Fulton Breakefield Broenniman first reported a position in IBDL in Q2 2020 and held it in 2 quarters. The position peaked at $226K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Fulton Breakefield Broenniman reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Fulton Breakefield Broenniman sold 8,975 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $226K.
  • Fulton Breakefield Broenniman first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Fulton Breakefield Broenniman's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $226K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Fulton Breakefield Broenniman's 13F filing for Q4 2020, filed 14 Jan 2021.