Private Capital Group’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Private Capital Group’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	-6,068	Closed	-$151K	–	2359
2019 Q3	$151K	Hold	6,068	–	–	0.03%	361
2019 Q2	$150K	Hold	6,068	–	–	0.03%	279
2019 Q1	$151K	Hold	6,068	–	–	0.03%	343
2018 Q4	$150K	Hold	6,068	–	–	0.03%	292
2018 Q3	$150K	Hold	6,068	–	–	0.03%	313
2018 Q2	$150K	Hold	6,068	–	–	0.03%	309
2018 Q1	$150K	Buy	6,068 +4,557	+302%	+$113K	0.03%	301
2017 Q4	$151	Buy	+1,511	New	+$37.7K	0.04%	291

Other funds holding IBDK

VFA

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

Private Capital Group's IBDK Position: Q4 2019 in Review

Private Capital Group sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 6,068 shares — an estimated $151K sold.

Private Capital Group first reported a position in IBDK in Q4 2017 and held it in 8 quarters. The position peaked at $151K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Private Capital Group reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Private Capital Group sold 6,068 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $151K.
Private Capital Group first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2017 and held it in 8 quarters.
Private Capital Group's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $151K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Private Capital Group's 13F filing for Q4 2019, filed 14 Feb 2020.