Gofen & Glossberg
IBDL

Gofen & Glossberg’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Gofen & Glossberg’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
-12,400
Closed -$313K – 534
2020
Q3 		$313K Hold
12,400
– – 0.01% 359
2020
Q2 		$314K Buy
+12,400
New +$313K 0.01% 346

Other funds holding IBDL

Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Gofen & Glossberg's IBDL Position: Q4 2020 in Review

Gofen & Glossberg sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 12,400 shares — an estimated $313K sold.

Gofen & Glossberg first reported a position in IBDL in Q2 2020 and held it in 2 quarters. The position peaked at $314K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Gofen & Glossberg reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Gofen & Glossberg sold 12,400 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $313K.
  • Gofen & Glossberg first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Gofen & Glossberg's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $314K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Gofen & Glossberg's 13F filing for Q4 2020, filed 15 Jan 2021.