PFWA
IBDL

Paces Ferry Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Paces Ferry Wealth 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
-21,116
Closed -$533K – 1288
2020
Q3 		$533K Buy
+21,116
New +$533K 0.46% 47

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Paces Ferry Wealth Advisors's IBDL Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 21,116 shares — an estimated $533K sold.

Paces Ferry Wealth Advisors first reported a position in IBDL in Q3 2020 and held it in 1 quarter. The position peaked at $533K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 21,116 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $533K.
  • Paces Ferry Wealth Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $533K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.