HCM
IBDL

Harvey Capital Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Harvey Capital Management’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
2019
Q4 		– Sell
-13,100
Closed -$332K – 80
2019
Q3 		$332K Sell
13,100
-11,400
-47% -$289K 0.16% 64
2019
Q2 		$620K Hold
24,500
– – 0.3% 54
2019
Q1 		$618K Buy
+24,500
New +$616K 0.3% 53

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Harvey Capital Management's IBDL Position: Q4 2019 in Review

Harvey Capital Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2019, closing a stake of 13,100 shares — an estimated $332K sold.

Harvey Capital Management first reported a position in IBDL in Q1 2019 and held it in 3 quarters. The position peaked at $620K in Q2 2019. 166 funds tracked by Wall St. Rank hold IBDL as of Q4 2019.

  • Harvey Capital Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Harvey Capital Management sold 13,100 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2019, an estimated $332K.
  • Harvey Capital Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 3 quarters.
  • Harvey Capital Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $620K in Q2 2019.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2019.

Based on Harvey Capital Management's 13F filing for Q4 2019, filed 4 Feb 2020.