IMA Advisory 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
-184
Closed -$5K 368
2018
Q3
$5K Sell
184
-937
-84% -$23.5K ﹤0.01% 260
2018
Q2
$28K Buy
+1,121
New +$28.2K 0.01% 192

IMA Advisory Services's IBDH Position: Q4 2018 in Review

IMA Advisory Services sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 184 shares — an estimated $5K sold.

IMA Advisory Services first reported a position in IBDH in Q2 2018 and held it in 2 quarters. The position peaked at $28K in Q2 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • IMA Advisory Services reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • IMA Advisory Services sold 184 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $5K.
  • IMA Advisory Services first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2018 and held it in 2 quarters.
  • IMA Advisory Services's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $28K in Q2 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on IMA Advisory Services's 13F filing for Q4 2018, filed 15 Jan 2019.