IWC
IBDL

Integrated Wealth Concepts’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Integrated Wealth Concepts’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
-44,140
Closed -$1.11M – 658
2020
Q3 		$1.11M Buy
44,140
+22,156
+101% +$559K 0.07% 200
2020
Q2 		$557K Buy
+21,984
New +$556K 0.04% 263

Other funds holding IBDL

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

Integrated Wealth Concepts's IBDL Position: Q4 2020 in Review

Integrated Wealth Concepts sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 44,140 shares — an estimated $1.11M sold.

Integrated Wealth Concepts first reported a position in IBDL in Q2 2020 and held it in 2 quarters. The position peaked at $1.11M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Integrated Wealth Concepts reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Integrated Wealth Concepts sold 44,140 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.11M.
  • Integrated Wealth Concepts first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Integrated Wealth Concepts's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.11M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Integrated Wealth Concepts's 13F filing for Q4 2020, filed 12 Feb 2021.