IFP Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-13,194
| Closed | -$329K | – | 3349 |
|
|
2019
Q3 | $329K | Buy |
+13,194
| New | +$328K | 0.02% | 601 |
|
|
2019
Q1 | $241K | Sell |
9,651
-36,620
| -79% | -$909K | 0.03% | 423 |
|
|
2018
Q4 | $1.15M | Sell |
46,271
-232
| -0.5% | -$5.75K | 0.07% | 310 |
|
|
2018
Q3 | $1.15M | Buy |
46,503
+4,270
| +10% | +$106K | 0.05% | 394 |
|
|
2018
Q2 | $1.05M | Buy |
42,233
+6,165
| +17% | +$153K | 0.04% | 405 |
|
|
2018
Q1 | $897K | Hold |
36,068
| – | – | 0.04% | 426 |
|
|
2017
Q4 | $897K | Buy |
36,068
+3,617
| +11% | +$90.1K | 0.04% | 426 |
|
|
2017
Q3 | $813K | Buy |
32,451
+10,161
| +46% | +$254K | 0.03% | 511 |
|
|
2017
Q2 | $558K | Buy |
22,290
+2,880
| +15% | +$71.9K | 0.02% | 641 |
|
|
2017
Q1 | $485K | Buy |
19,410
+14,170
| +270% | +$354K | 0.02% | 695 |
|
|
2016
Q4 | $130K | Buy |
5,240
+3,900
| +291% | +$97.4K | 0.01% | 1292 |
|
|
2016
Q3 | $34K | Hold |
1,340
| – | – | ﹤0.01% | 2066 |
|
|
2016
Q2 | $34K | Sell |
1,340
-8,311
| -86% | -$209K | ﹤0.01% | 2002 |
|
|
2016
Q1 | $241K | Buy |
9,651
+7,236
| +300% | +$179K | 0.03% | 423 |
|
|
2015
Q4 | $60K | Buy |
+2,415
| New | +$60K | ﹤0.01% | 1501 |
|
Other funds holding IBDK
IFP Advisors's IBDK Position: Q4 2019 in Review
IFP Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 13,194 shares — an estimated $329K sold.
IFP Advisors first reported a position in IBDK in Q4 2015 and held it in 15 quarters. The position peaked at $1.15M in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.
- IFP Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
- IFP Advisors sold 13,194 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $329K.
- IFP Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2015 and held it in 15 quarters.
- IFP Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.15M in Q3 2018.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.
Based on IFP Advisors's 13F filing for Q4 2019, filed 17 Jan 2020.