JFS Wealth Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

JFS Wealth Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-142	Closed	-$4K	–	564
2019 Q3	$4K	Buy	+142	New	+$3.53K	﹤0.01%	424

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

JFS Wealth Advisors's IBDK Position: Q4 2019 in Review

JFS Wealth Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 142 shares — an estimated $4K sold.

JFS Wealth Advisors first reported a position in IBDK in Q3 2019 and held it in 1 quarter. The position peaked at $4K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

JFS Wealth Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
JFS Wealth Advisors sold 142 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $4K.
JFS Wealth Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
JFS Wealth Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $4K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.