HL Financial Services’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-33,584
Closed -$843K 807
2018
Q3
$843K Sell
33,584
-4,568
-12% -$115K 0.01% 414
2018
Q2
$959K Buy
38,152
+8,277
+28% +$208K 0.02% 377
2018
Q1
$751K Buy
29,875
+11,175
+60% +$281K 0.01% 414
2017
Q4
$470K Buy
18,700
+8,050
+76% +$202K 0.01% 435
2017
Q3
$268K Buy
+10,650
New +$268K 0.01% 597

HL Financial Services's IBDH Position: Q4 2018 in Review

HL Financial Services sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 33,584 shares — an estimated $843K sold.

HL Financial Services first reported a position in IBDH in Q3 2017 and held it in 5 quarters. The position peaked at $959K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • HL Financial Services reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • HL Financial Services sold 33,584 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $843K.
  • HL Financial Services first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q3 2017 and held it in 5 quarters.
  • HL Financial Services's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $959K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on HL Financial Services's 13F filing for Q4 2018, filed 7 Feb 2019.