LFS
IBDL

Lutz Financial Services’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Lutz Financial 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
-71,832
Closed -$1.81M – 59
2020
Q3 		$1.81M Sell
71,832
-3,080
-4% -$77.8K 0.35% 38
2020
Q2 		$1.9M Sell
74,912
-21,273
-22% -$538K 0.39% 37
2020
Q1 		$2.42M Sell
96,185
-20,511
-18% -$517K 0.54% 35
2019
Q4 		$2.95M Sell
116,696
-18,103
-13% -$458K 0.52% 36
2019
Q3 		$3.42M Sell
134,799
-71,755
-35% -$1.82M 0.66% 31
2019
Q2 		$5.23M Sell
206,554
-37,064
-15% -$935K 1.02% 24
2019
Q1 		$6.15M Sell
243,618
-101,864
-29% -$2.56M 1.25% 20
2018
Q4 		$8.63M Sell
345,482
-59,337
-15% -$1.48M 1.93% 15
2018
Q3 		$10.1M Buy
404,819
+50,509
+14% +$1.26M 2.24% 15
2018
Q2 		$8.87M Buy
354,310
+39,931
+13% +$999K 2.53% 15
2018
Q1 		$7.88M Buy
314,379
+63,869
+25% +$1.61M 2.33% 15
2017
Q4 		$6.34M Buy
+250,510
New +$6.37M 1.85% 15

Other funds holding IBDL

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

Lutz Financial Services's IBDL Position: Q4 2020 in Review

Lutz Financial Services sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 71,832 shares — an estimated $1.81M sold.

Lutz Financial Services first reported a position in IBDL in Q4 2017 and held it in 12 quarters. The position peaked at $10.1M in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Lutz Financial Services reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Lutz Financial Services sold 71,832 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.81M.
  • Lutz Financial Services first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 12 quarters.
  • Lutz Financial Services's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $10.1M in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Lutz Financial Services's 13F filing for Q4 2020, filed 12 Feb 2021.