JWCA
IBDL

J.W. Cole Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

J.W. Cole Advisors’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
-16,396
Closed -$414K – 924
2020
Q3 		$414K Buy
16,396
+3,334
+26% +$84.2K 0.03% 461
2020
Q2 		$331K Buy
+13,062
New +$330K 0.05% 254

Other funds holding IBDL

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

J.W. Cole Advisors's IBDL Position: Q4 2020 in Review

J.W. Cole Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 16,396 shares — an estimated $414K sold.

J.W. Cole Advisors first reported a position in IBDL in Q2 2020 and held it in 2 quarters. The position peaked at $414K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • J.W. Cole Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • J.W. Cole Advisors sold 16,396 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $414K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • J.W. Cole Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $414K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on J.W. Cole Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.