MONECO Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

MONECO Advisors’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	-37,059	Closed	-$935K	–	192
2020 Q3	$935K	Buy	37,059 +1,820	+5%	+$45.9K	0.6%	40
2020 Q2	$893K	Sell	35,239 -175	-0.5%	-$4.42K	0.7%	32
2020 Q1	$893K	Buy	35,414 +18,014	+104%	+$454K	0.91%	26
2019 Q4	$441K	Sell	17,400 -1,770	-9%	-$44.8K	0.31%	77
2019 Q3	$486K	Sell	19,170 -278	-1%	-$7.04K	0.38%	62
2019 Q2	$493K	Buy	19,448 +23	+0.1%	+$580	0.4%	58
2019 Q1	$490K	Buy	19,425 +8,511	+78%	+$214K	0.4%	61
2018 Q4	$273K	Buy	+10,914	New	+$272K	0.32%	69

Other funds holding IBDL

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

MONECO Advisors's IBDL Position: Q4 2020 in Review

MONECO Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 37,059 shares — an estimated $935K sold.

MONECO Advisors first reported a position in IBDL in Q4 2018 and held it in 8 quarters. The position peaked at $935K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

MONECO Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
MONECO Advisors sold 37,059 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $935K.
MONECO Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 8 quarters.
MONECO Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $935K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on MONECO Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.