Gradient Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,577
| Closed | -$65K | – | 1349 |
|
|
2020
Q4 | $65K | Hold |
2,577
| – | – | ﹤0.01% | 366 |
|
|
2020
Q3 | $65K | Sell |
2,577
-1,487
| -37% | -$37.5K | ﹤0.01% | 368 |
|
|
2020
Q2 | $103K | Sell |
4,064
-539,063
| -99% | -$13.6M | ﹤0.01% | 298 |
|
|
2020
Q1 | $13.7M | Sell |
543,127
-459,987
| -46% | -$11.6M | 0.74% | 19 |
|
|
2019
Q4 | $25.4M | Buy |
1,003,114
+111,331
| +12% | +$2.82M | 1.13% | 15 |
|
|
2019
Q3 | $22.6M | Buy |
891,783
+16,750
| +2% | +$424K | 1.11% | 16 |
|
|
2019
Q2 | $22.2M | Buy |
875,033
+310,051
| +55% | +$7.82M | 1.14% | 17 |
|
|
2019
Q1 | $14.3M | Buy |
564,982
+129,242
| +30% | +$3.25M | 0.92% | 22 |
|
|
2018
Q4 | $10.9M | Buy |
+435,740
| New | +$10.9M | 0.65% | 18 |
|
|
2018
Q3 | – | Sell |
-79,998
| Closed | -$2M | – | 1107 |
|
|
2018
Q2 | $2M | Buy |
79,998
+36,836
| +85% | +$922K | 0.11% | 124 |
|
|
2018
Q1 | $1.08M | Buy |
43,162
+18,771
| +77% | +$472K | 0.06% | 134 |
|
|
2017
Q4 | $617K | Buy |
+24,391
| New | +$620K | 0.04% | 160 |
|
Gradient Investments's IBDL Position: Q1 2021 in Review
Gradient Investments sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2021, closing a stake of 2,577 shares — an estimated $65K sold.
Gradient Investments first reported a position in IBDL in Q4 2017 and held it in 12 quarters. The position peaked at $25.4M in Q4 2019. 0 funds tracked by Wall St. Rank hold IBDL as of Q1 2021.
- Gradient Investments reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
- Gradient Investments sold 2,577 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2021, an estimated $65K.
- Gradient Investments first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 12 quarters.
- Gradient Investments's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $25.4M in Q4 2019.
- 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2021.
Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.