MYCIO Wealth Partners’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

MYCIO Wealth Partners’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	-1,000	Closed	-$25K	–	512
2019 Q3	$25K	Hold	1,000	–	–	﹤0.01%	396
2019 Q2	$25K	Buy	+1,000	New	+$24.8K	﹤0.01%	364

Other funds holding IBDK

VFA

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

MYCIO Wealth Partners's IBDK Position: Q4 2019 in Review

MYCIO Wealth Partners sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 1,000 shares — an estimated $25K sold.

MYCIO Wealth Partners first reported a position in IBDK in Q2 2019 and held it in 2 quarters. The position peaked at $25K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

MYCIO Wealth Partners reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
MYCIO Wealth Partners sold 1,000 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $25K.
MYCIO Wealth Partners first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
MYCIO Wealth Partners's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $25K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on MYCIO Wealth Partners's 13F filing for Q4 2019, filed 13 Feb 2020.