Ritholtz Wealth Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Ritholtz Wealth Management’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-33,334	Closed	-$837K	–	136
2018 Q3	$837K	Buy	33,334 +2,354	+8%	+$59.1K	0.21%	38
2018 Q2	$779K	Sell	30,980 -157	-0.5%	-$3.94K	0.21%	41
2018 Q1	$783K	Buy	31,137 +1,129	+4%	+$28.4K	0.22%	40
2017 Q4	$754K	Buy	30,008 +46	+0.2%	+$1.16K	0.22%	53
2017 Q3	$755K	Sell	29,962 -2,523	-8%	-$63.5K	0.28%	28
2017 Q2	$818K	Buy	+32,485	New	+$818K	0.34%	27
2016 Q4	$746K	Buy	+29,668	New	+$747K	0.38%	32

Ritholtz Wealth Management's IBDH Position: Q4 2018 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 33,334 shares — an estimated $837K sold.

Ritholtz Wealth Management first reported a position in IBDH in Q4 2016 and held it in 7 quarters. The position peaked at $837K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Ritholtz Wealth Management sold 33,334 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $837K.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2016 and held it in 7 quarters.
Ritholtz Wealth Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $837K in Q3 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Ritholtz Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.