Ritholtz Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Ritholtz Wealth Management’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	-69,711	Closed	-$1.76M	–	429
2020 Q3	$1.76M	Buy	69,711 +2,498	+4%	+$63.1K	0.2%	51
2020 Q2	$1.7M	Buy	67,213 +37,398	+125%	+$945K	0.22%	41
2020 Q1	$752K	Sell	29,815 -1,710	-5%	-$43.1K	0.12%	62
2019 Q4	$798K	Buy	31,525 +1,180	+4%	+$29.9K	0.12%	65
2019 Q3	$770K	Buy	30,345 +5,000	+20%	+$127K	0.13%	59
2019 Q2	$642K	Hold	25,345	–	–	0.11%	60
2019 Q1	$640K	Buy	25,345 +4,645	+22%	+$117K	0.12%	63
2018 Q4	$517K	Buy	+20,700	New	+$517K	0.12%	61

Other funds holding IBDL

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

Ritholtz Wealth Management's IBDL Position: Q4 2020 in Review

Ritholtz Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 69,711 shares — an estimated $1.76M sold.

Ritholtz Wealth Management first reported a position in IBDL in Q4 2018 and held it in 8 quarters. The position peaked at $1.76M in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Ritholtz Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Ritholtz Wealth Management sold 69,711 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.76M.
Ritholtz Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 8 quarters.
Ritholtz Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.76M in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Ritholtz Wealth Management's 13F filing for Q4 2020, filed 19 Jan 2021.