Lee Financial’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Lee Financial’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,181	Closed	-$256K	–	505
2018 Q3	$256K	Hold	10,181	–	–	0.06%	113
2018 Q2	$256K	Hold	10,181	–	–	0.06%	140
2018 Q1	$256K	Buy	+10,181	New	+$256K	0.07%	140

Lee Financial's IBDH Position: Q4 2018 in Review

Lee Financial sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 10,181 shares — an estimated $256K sold.

Lee Financial first reported a position in IBDH in Q1 2018 and held it in 3 quarters. The position peaked at $256K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

Lee Financial reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Lee Financial sold 10,181 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $256K.
Lee Financial first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
Lee Financial's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $256K in Q3 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.