Merit Financial Group’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Merit Financial Group’s Portfolio IBDK Stock Details IBDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-453,557	Closed	-$11.3M	–	253
2019 Q3	$11.3M	Buy	+453,557	New	+$11.3M	1.23%	9
2019 Q2	–	Sell	-574,306	Closed	-$14.3M	–	127
2019 Q1	$14.3M	Buy	+574,306	New	+$14.3M	1.75%	7

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Merit Financial Group's IBDK Position: Q4 2019 in Review

Merit Financial Group sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 453,557 shares — an estimated $11.3M sold.

Merit Financial Group first reported a position in IBDK in Q1 2019 and held it in 2 quarters. The position peaked at $14.3M in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Merit Financial Group reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Merit Financial Group sold 453,557 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $11.3M.
Merit Financial Group first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
Merit Financial Group's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $14.3M in Q1 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Merit Financial Group's 13F filing for Q4 2019, filed 16 Jan 2020.