RWM
IBDK

Ritholtz Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Ritholtz Wealth Management’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
-55,356
Closed -$1.38M – 171
2019
Q3 		$1.38M Sell
55,356
-464
-0.8% -$11.5K 0.22% 37
2019
Q2 		$1.39M Buy
55,820
+5,170
+10% +$128K 0.24% 35
2019
Q1 		$1.26M Buy
50,650
+5,611
+12% +$139K 0.23% 38
2018
Q4 		$1.12M Buy
45,039
+3,928
+10% +$97.3K 0.25% 38
2018
Q3 		$1.02M Sell
41,111
-406
-1% -$10.1K 0.26% 31
2018
Q2 		$1.03M Buy
41,517
+10,175
+32% +$252K 0.28% 32
2018
Q1 		$776K Buy
31,342
+1,221
+4% +$30.3K 0.22% 42
2017
Q4 		$749K Buy
30,121
+15
+0% +$374 0.22% 54
2017
Q3 		$754K Sell
30,106
-2,541
-8% -$63.6K 0.28% 29
2017
Q2 		$817K Buy
+32,647
New +$815K 0.34% 28
2016
Q4 		$742K Buy
+29,807
New +$745K 0.38% 34

Other funds holding IBDK

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

Ritholtz Wealth Management's IBDK Position: Q4 2019 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 55,356 shares — an estimated $1.38M sold.

Ritholtz Wealth Management first reported a position in IBDK in Q4 2016 and held it in 11 quarters. The position peaked at $1.39M in Q2 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

  • Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Ritholtz Wealth Management sold 55,356 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $1.38M.
  • Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2016 and held it in 11 quarters.
  • Ritholtz Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.39M in Q2 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Ritholtz Wealth Management's 13F filing for Q4 2019, filed 17 Jan 2020.