KPWS
IBDL

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

Kestra Private Wealth 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
-245,090
Closed -$6.18M – 795
2020
Q3 		$6.18M Buy
+245,090
New +$6.19M 0.54% 37

Other funds holding IBDL

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

Kestra Private Wealth Services's IBDL Position: Q4 2020 in Review

Kestra Private Wealth Services sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 245,090 shares — an estimated $6.18M sold.

Kestra Private Wealth Services first reported a position in IBDL in Q3 2020 and held it in 1 quarter. The position peaked at $6.18M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Kestra Private Wealth Services reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Kestra Private Wealth Services sold 245,090 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $6.18M.
  • Kestra Private Wealth Services first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
  • Kestra Private Wealth Services's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $6.18M 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 Private Wealth Services's 13F filing for Q4 2020, filed 21 Jan 2021.