IFP Advisors’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
-26,512
Closed -$666K 4139
2018
Q3
$666K Buy
26,512
+1,237
+5% +$31.1K 0.03% 568
2018
Q2
$635K Buy
25,275
+1,216
+5% +$30.5K 0.03% 571
2018
Q1
$605K Hold
24,059
0.03% 550
2017
Q4
$605K Buy
24,059
+480
+2% +$12.1K 0.03% 551
2017
Q3
$594K Buy
23,579
+2,884
+14% +$72.6K 0.02% 625
2017
Q2
$521K Buy
20,695
+1,338
+7% +$33.7K 0.02% 667
2017
Q1
$487K Buy
19,357
+13,960
+259% +$351K 0.02% 692
2016
Q4
$136K Buy
+5,397
New +$136K 0.01% 1261

IFP Advisors's IBDH Position: Q4 2018 in Review

IFP Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 26,512 shares — an estimated $666K sold.

IFP Advisors first reported a position in IBDH in Q4 2016 and held it in 8 quarters. The position peaked at $666K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • IFP Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • IFP Advisors sold 26,512 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $666K.
  • IFP Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2016 and held it in 8 quarters.
  • IFP Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $666K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on IFP Advisors's 13F filing for Q4 2018, filed 23 Jan 2019.