MONECO Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

MONECO Advisors’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	-14,025	Closed	-$349K	–	162
2019 Q3	$349K	Sell	14,025 -289	-2%	-$7.18K	0.27%	86
2019 Q2	$356K	Buy	14,314 +11	+0.1%	+$273	0.29%	85
2019 Q1	$356K	Buy	+14,303	New	+$355K	0.29%	86

Other funds holding IBDK

VFA

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

MONECO Advisors's IBDK Position: Q4 2019 in Review

MONECO Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 14,025 shares — an estimated $349K sold.

MONECO Advisors first reported a position in IBDK in Q1 2019 and held it in 3 quarters. The position peaked at $356K in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

MONECO Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
MONECO Advisors sold 14,025 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $349K.
MONECO Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2019 and held it in 3 quarters.
MONECO Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $356K in Q2 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on MONECO Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.