Private Capital Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Private Capital Group’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	-7,640	Closed	-$193K	–	2171
2020 Q3	$193K	Hold	7,640	–	–	0.04%	291
2020 Q2	$194K	Hold	7,640	–	–	0.04%	283
2020 Q1	$193K	Hold	7,640	–	–	0.05%	248
2019 Q4	$193K	Hold	7,640	–	–	0.04%	274
2019 Q3	$194K	Hold	7,640	–	–	0.03%	301
2019 Q2	$191K	Hold	7,640	–	–	0.04%	230
2019 Q1	$193K	Hold	7,640	–	–	0.04%	289
2018 Q4	$191K	Hold	7,640	–	–	0.04%	241
2018 Q3	$191K	Hold	7,640	–	–	0.04%	260
2018 Q2	$191K	Buy	+7,640	New	+$191K	0.04%	251

Other funds holding IBDL

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

Private Capital Group's IBDL Position: Q4 2020 in Review

Private Capital Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 7,640 shares — an estimated $193K sold.

Private Capital Group first reported a position in IBDL in Q2 2018 and held it in 10 quarters. The position peaked at $194K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Private Capital Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Private Capital Group sold 7,640 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $193K.
Private Capital Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2018 and held it in 10 quarters.
Private Capital Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $194K in Q2 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Private Capital Group's 13F filing for Q4 2020, filed 26 Jan 2021.