KCM
IBDL

Kathmere Capital Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Kathmere Capital Management’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
-19,895
Closed -$502K – 462
2020
Q3 		$502K Sell
19,895
-42,706
-68% -$1.08M 0.12% 56
2020
Q2 		$1.59M Buy
62,601
+222
+0.4% +$5.61K 0.46% 31
2020
Q1 		$1.57M Buy
62,379
+7,706
+14% +$194K 0.57% 33
2019
Q4 		$1.38M Buy
+54,673
New +$1.38M 0.49% 41

Other funds holding IBDL

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

Kathmere Capital Management's IBDL Position: Q4 2020 in Review

Kathmere Capital Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 19,895 shares — an estimated $502K sold.

Kathmere Capital Management first reported a position in IBDL in Q4 2019 and held it in 4 quarters. The position peaked at $1.59M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Kathmere Capital Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Kathmere Capital Management sold 19,895 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $502K.
  • Kathmere Capital Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
  • Kathmere Capital Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.59M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Kathmere Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.