Roble Belko & Company’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-10,119
| Closed | -$250K | – | 380 |
|
|
2021
Q3 | $250K | Hold |
10,119
| – | – | 0.05% | 82 |
|
|
2021
Q2 | $251K | Hold |
10,119
| – | – | 0.06% | 88 |
|
|
2021
Q1 | $251K | Hold |
10,119
| – | – | 0.06% | 83 |
|
|
2020
Q4 | $252K | Hold |
10,119
| – | – | 0.07% | 78 |
|
|
2020
Q3 | $253K | Hold |
10,119
| – | – | 0.07% | 77 |
|
|
2020
Q2 | $254K | Hold |
10,119
| – | – | 0.08% | 79 |
|
|
2020
Q1 | $249K | Hold |
10,119
| – | – | 0.08% | 78 |
|
|
2019
Q4 | $253K | Hold |
10,119
| – | – | 0.07% | 83 |
|
|
2019
Q3 | $253K | Hold |
10,119
| – | – | 0.07% | 73 |
|
|
2019
Q2 | $252K | Hold |
10,119
| – | – | 0.08% | 72 |
|
|
2019
Q1 | $250K | Hold |
10,119
| – | – | 0.09% | 69 |
|
|
2018
Q4 | $246K | Hold |
10,119
| – | – | 0.09% | 67 |
|
|
2018
Q3 | $246K | Hold |
10,119
| – | – | 0.09% | 54 |
|
|
2018
Q2 | $247K | Hold |
10,119
| – | – | 0.09% | 55 |
|
|
2018
Q1 | $248K | Hold |
10,119
| – | – | 0.1% | 55 |
|
|
2017
Q4 | $251K | Hold |
10,119
| – | – | 0.1% | 52 |
|
|
2017
Q3 | $253K | Hold |
10,119
| – | – | 0.11% | 48 |
|
|
2017
Q2 | $253K | Buy |
10,119
+2,002
| +25% | +$50K | 0.12% | 45 |
|
|
2017
Q1 | $201K | Buy |
8,117
+6,067
| +296% | +$150K | 0.1% | 50 |
|
|
2016
Q4 | $51K | Buy |
+2,050
| New | +$51.1K | 0.03% | 98 |
|
Other funds holding IBDM
Roble Belko & Company's IBDM Position: Q4 2021 in Review
Roble Belko & Company sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 10,119 shares — an estimated $250K sold.
Roble Belko & Company first reported a position in IBDM in Q4 2016 and held it in 20 quarters. The position peaked at $254K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.
- Roble Belko & Company reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
- Roble Belko & Company sold 10,119 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $250K.
- Roble Belko & Company first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2016 and held it in 20 quarters.
- Roble Belko & Company's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $254K in Q2 2020.
- 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.
Based on Roble Belko & Company's 13F filing for Q4 2021, filed 7 Feb 2022.