Roble Belko & Company’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Roble Belko & Company’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	-10,111	Closed	-$251K	–	369
2019 Q3	$251K	Hold	10,111	–	–	0.07%	76
2019 Q2	$251K	Hold	10,111	–	–	0.08%	74
2019 Q1	$251K	Hold	10,111	–	–	0.09%	68
2018 Q4	$251K	Hold	10,111	–	–	0.1%	63
2018 Q3	$251K	Hold	10,111	–	–	0.09%	52
2018 Q2	$251K	Hold	10,111	–	–	0.1%	53
2018 Q1	$250K	Hold	10,111	–	–	0.1%	53
2017 Q4	$251K	Hold	10,111	–	–	0.1%	53
2017 Q3	$253K	Hold	10,111	–	–	0.11%	49
2017 Q2	$253K	Hold	10,111	–	–	0.12%	46
2017 Q1	$253K	Hold	10,111	–	–	0.13%	47
2016 Q4	$252K	Buy	+10,111	New	+$253K	0.13%	49

Other funds holding IBDK

VFA

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

Roble Belko & Company's IBDK Position: Q4 2019 in Review

Roble Belko & Company sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 10,111 shares — an estimated $251K sold.

Roble Belko & Company first reported a position in IBDK in Q4 2016 and held it in 12 quarters. The position peaked at $253K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Roble Belko & Company reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Roble Belko & Company sold 10,111 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $251K.
Roble Belko & Company first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2016 and held it in 12 quarters.
Roble Belko & Company's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $253K in Q3 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Roble Belko & Company's 13F filing for Q4 2019, filed 13 Jan 2020.