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

Retirement 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	-38	Closed	-$1K	–	770
2020 Q3	$1K	Buy	38 +1	+3%	+$25	﹤0.01%	646
2020 Q2	$1K	Buy	+37	New	+$935	﹤0.01%	634
2019 Q4	$2K	Buy	+99	New	+$2.51K	﹤0.01%	562

Other funds holding IBDL

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

Retirement Group's IBDL Position: Q4 2020 in Review

Retirement Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 38 shares — an estimated $1K sold.

Retirement Group first reported a position in IBDL in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Retirement Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Retirement Group sold 38 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1K.
Retirement Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 3 quarters.
Retirement Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $2K in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Retirement Group's 13F filing for Q4 2020, filed 22 Feb 2021.