KPCM
IBDL

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

Kings Point 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
-978
Closed -$25K – 519
2020
Q3 		$25K Buy
+978
New +$24.7K ﹤0.01% 389

Other funds holding IBDL

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

Kings Point Capital Management's IBDL Position: Q4 2020 in Review

Kings Point Capital Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 978 shares — an estimated $25K sold.

Kings Point Capital Management first reported a position in IBDL in Q3 2020 and held it in 1 quarter. The position peaked at $25K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Kings Point Capital Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 978 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $25K.
  • Kings Point Capital Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
  • Kings Point Capital Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $25K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Kings Point Capital Management's 13F filing for Q4 2020, filed 12 Feb 2021.