KAS
IBDL

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

Kestra 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
-201,782
Closed -$5.09M – 1892
2020
Q3 		$5.09M Buy
+201,782
New +$5.09M 0.1% 243

Other funds holding IBDL

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

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

Kestra Advisory Services sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 201,782 shares — an estimated $5.09M sold.

Kestra Advisory Services first reported a position in IBDL in Q3 2020 and held it in 1 quarter. The position peaked at $5.09M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Kestra Advisory Services reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Kestra Advisory Services sold 201,782 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $5.09M.
  • Kestra Advisory Services first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
  • Kestra Advisory Services's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $5.09M in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Kestra Advisory Services's 13F filing for Q4 2020, filed 20 Jan 2021.