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

Optimum Investment 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	-2,481	Closed	-$63K	–	979
2020 Q3	$63K	Hold	2,481	–	–	0.02%	407
2020 Q2	$63K	Hold	2,481	–	–	0.02%	397
2020 Q1	$63K	Hold	2,481	–	–	0.03%	384
2019 Q4	$63K	Buy	2,481 +20	+0.8%	+$506	0.02%	476
2019 Q3	$62K	Hold	2,461	–	–	0.02%	469
2019 Q2	$62K	Buy	2,461 +1,000	+68%	+$25.2K	0.02%	465
2019 Q1	$37K	Buy	1,461 +1,000	+217%	+$25.1K	0.01%	573
2018 Q4	$12K	Hold	461	–	–	﹤0.01%	735
2018 Q3	$12K	Hold	461	–	–	﹤0.01%	821
2018 Q2	$12K	Hold	461	–	–	﹤0.01%	825
2018 Q1	$12K	Buy	+461	New	+$11.6K	﹤0.01%	803

Other funds holding IBDL

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

Optimum Investment Advisors's IBDL Position: Q4 2020 in Review

Optimum Investment Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 2,481 shares — an estimated $63K sold.

Optimum Investment Advisors first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $63K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Optimum Investment Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Optimum Investment Advisors sold 2,481 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $63K.
Optimum Investment Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
Optimum Investment Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $63K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Optimum Investment Advisors's 13F filing for Q4 2020, filed 21 Jan 2021.