OIA
IBDK

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

Optimum Investment 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
-2,467
Closed -$61K – 1049
2019
Q3 		$61K Hold
2,467
– – 0.02% 473
2019
Q2 		$61K Hold
2,467
– – 0.02% 469
2019
Q1 		$61K Buy
2,467
+2,000
+428% +$49.7K 0.02% 470
2018
Q4 		$12K Hold
467
– – ﹤0.01% 738
2018
Q3 		$12K Hold
467
– – ﹤0.01% 823
2018
Q2 		$12K Hold
467
– – ﹤0.01% 827
2018
Q1 		$12K Buy
+467
New +$11.6K ﹤0.01% 807

Other funds holding IBDK

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

Optimum Investment Advisors's IBDK Position: Q4 2019 in Review

Optimum Investment Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 2,467 shares — an estimated $61K sold.

Optimum Investment Advisors first reported a position in IBDK in Q1 2018 and held it in 7 quarters. The position peaked at $61K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Optimum Investment Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 2,467 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $61K.
  • Optimum Investment Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 7 quarters.
  • Optimum Investment Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $61K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Optimum Investment Advisors's 13F filing for Q4 2019, filed 22 Jan 2020.