MG
IBDL

Mather Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Mather Group’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
-11,362
Closed -$287K – 280
2020
Q3 		$287K Sell
11,362
-14,185
-56% -$358K 0.01% 185
2020
Q2 		$647K Buy
+25,547
New +$646K 0.03% 118

Other funds holding IBDL

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

Mather Group's IBDL Position: Q4 2020 in Review

Mather Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 11,362 shares — an estimated $287K sold.

Mather Group first reported a position in IBDL in Q2 2020 and held it in 2 quarters. The position peaked at $647K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Mather Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Mather Group sold 11,362 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $287K.
  • Mather Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • Mather Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $647K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Mather Group's 13F filing for Q4 2020, filed 12 Feb 2021.