Motley Fool Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Motley Fool Wealth Management’s Portfolio IBDT Stock Details IBDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-523,828	Closed	-$15.2M	–	117
2020 Q3	$15.2M	Buy	523,828 +20,899	+4%	+$611K	0.79%	41
2020 Q2	$14.5M	Sell	502,929 -11,174	-2%	-$311K	0.82%	40
2020 Q1	$13.5M	Sell	514,103 -32,980	-6%	-$912K	0.97%	36
2019 Q4	$15.2M	Sell	547,083 -5,038	-0.9%	-$140K	0.91%	35
2019 Q3	$15.3M	Buy	+552,121	New	+$15.2M	1.01%	33

Other funds holding IBDT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

PPWM

PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Motley Fool Wealth Management's IBDT Position: Q4 2020 in Review

Motley Fool Wealth Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q4 2020, closing a stake of 523,828 shares — an estimated $15.2M sold.

Motley Fool Wealth Management first reported a position in IBDT in Q3 2019 and held it in 5 quarters. The position peaked at $15.3M in Q3 2019. 73 funds tracked by Wall St. Rank hold IBDT as of Q4 2020.

Motley Fool Wealth Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Motley Fool Wealth Management sold 523,828 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2020, an estimated $15.2M.
Motley Fool Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q3 2019 and held it in 5 quarters.
Motley Fool Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $15.3M in Q3 2019.
73 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2020.

Based on Motley Fool Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.