Gradient Investments’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Gradient Investments’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	-2,697	Closed	-$67K	–	1329
2019 Q3	$67K	Sell	2,697 -363	-12%	-$9.02K	﹤0.01%	340
2019 Q2	$76K	Sell	3,060 -393	-11%	-$9.76K	﹤0.01%	342
2019 Q1	$86K	Sell	3,453 -658	-16%	-$16.3K	0.01%	291
2018 Q4	$102K	Sell	4,111 -549	-12%	-$13.6K	0.01%	266
2018 Q3	$113K	Sell	4,660 -14,811	-76%	-$367K	0.01%	270
2018 Q2	$482K	Sell	19,471 -5,019	-20%	-$124K	0.03%	192
2018 Q1	$607K	Sell	24,490 -1,159	-5%	-$28.7K	0.03%	165
2017 Q4	$638K	Buy	25,649 +4,537	+21%	+$113K	0.04%	159
2017 Q3	$529K	Buy	+21,112	New	+$528K	0.03%	156

Other funds holding IBDK

VFA

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

Gradient Investments's IBDK Position: Q4 2019 in Review

Gradient Investments sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 2,697 shares — an estimated $67K sold.

Gradient Investments first reported a position in IBDK in Q3 2017 and held it in 9 quarters. The position peaked at $638K in Q4 2017. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Gradient Investments reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Gradient Investments sold 2,697 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $67K.
Gradient Investments first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2017 and held it in 9 quarters.
Gradient Investments's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $638K in Q4 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Gradient Investments's 13F filing for Q4 2019, filed 15 Jan 2020.