Kovack Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Kovack Advisors’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	-10,828	Closed	-$273K	–	665
2020 Q3	$273K	Hold	10,828	–	–	0.05%	348
2020 Q2	$274K	Hold	10,828	–	–	0.05%	343
2020 Q1	$273K	Buy	10,828 +1,500	+16%	+$37.8K	0.06%	314
2019 Q4	$236K	Buy	+9,328	New	+$236K	0.04%	415

Other funds holding IBDL

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

Kovack Advisors's IBDL Position: Q4 2020 in Review

Kovack Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 10,828 shares — an estimated $273K sold.

Kovack Advisors first reported a position in IBDL in Q4 2019 and held it in 4 quarters. The position peaked at $274K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Kovack Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Kovack Advisors sold 10,828 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $273K.
Kovack Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
Kovack Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $274K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Kovack Advisors's 13F filing for Q4 2020, filed 14 Jan 2021.