Global Retirement Partners’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-1,194
Closed -$30K 1838
2020
Q3
$30K Hold
1,194
﹤0.01% 789
2020
Q2
$30K Hold
1,194
﹤0.01% 776
2020
Q1
$30K Hold
1,194
0.01% 694
2019
Q4
$30K Hold
1,194
﹤0.01% 804
2019
Q3
$30K Buy
+1,194
New +$30.2K ﹤0.01% 763

Other funds holding IBDL

Global Retirement Partners's IBDL Position: Q4 2020 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 1,194 shares — an estimated $30K sold.

Global Retirement Partners first reported a position in IBDL in Q3 2019 and held it in 5 quarters. The position peaked at $30K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Global Retirement Partners sold 1,194 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $30K.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2019 and held it in 5 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $30K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Global Retirement Partners's 13F filing for Q4 2020, filed 13 Jan 2021.