IAS
IBDL

IMA Advisory Services’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

IMA Advisory Services’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
2020
Q4 		– Sell
-839
Closed -$21K – 333
2020
Q3 		$21K Hold
839
– – 0.01% 175
2020
Q2 		$21K Hold
839
– – 0.01% 172
2020
Q1 		$21K Sell
839
-34,301
-98% -$865K 0.01% 177
2019
Q4 		$889K Buy
35,140
+1,350
+4% +$34.2K 0.33% 70
2019
Q3 		$857K Sell
33,790
-2,153
-6% -$54.5K 0.32% 75
2019
Q2 		$911K Buy
35,943
+1,146
+3% +$28.9K 0.34% 74
2019
Q1 		$878K Sell
34,797
-22,192
-39% -$558K 0.34% 75
2018
Q4 		$1.42M Buy
56,989
+13,314
+30% +$332K 0.66% 53
2018
Q3 		$1.09M Buy
43,675
+7,237
+20% +$181K 0.43% 78
2018
Q2 		$912K Buy
36,438
+3,467
+11% +$86.8K 0.38% 77
2018
Q1 		$827K Buy
32,971
+1,136
+4% +$28.6K 0.37% 78
2017
Q4 		$806K Buy
31,835
+297
+0.9% +$7.55K 0.36% 81
2017
Q3 		$806K Buy
31,538
+7,555
+32% +$193K 0.37% 83
2017
Q2 		$612K Buy
23,983
+9,794
+69% +$250K 0.29% 97
2017
Q1 		$361K Buy
+14,189
New +$360K 0.18% 110

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

IMA Advisory Services's IBDL Position: Q4 2020 in Review

IMA Advisory Services sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 839 shares — an estimated $21K sold.

IMA Advisory Services first reported a position in IBDL in Q1 2017 and held it in 15 quarters. The position peaked at $1.42M in Q4 2018. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • IMA Advisory Services reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • IMA Advisory Services sold 839 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $21K.
  • IMA Advisory Services first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2017 and held it in 15 quarters.
  • IMA Advisory Services's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.42M in Q4 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on IMA Advisory Services's 13F filing for Q4 2020, filed 8 Feb 2021.