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

RVW Wealth’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	-265,563	Closed	-$6.6M	–	82
2019 Q3	$6.6M	Sell	265,563 -76,767	-22%	-$1.91M	1.57%	22
2019 Q2	$8.51M	Sell	342,330 -15,007	-4%	-$373K	2.03%	22
2019 Q1	$8.88M	Buy	+357,337	New	+$8.87M	2.27%	19

Other funds holding IBDK

VFA

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

RVW Wealth's IBDK Position: Q4 2019 in Review

RVW Wealth sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 265,563 shares — an estimated $6.6M sold.

RVW Wealth first reported a position in IBDK in Q1 2019 and held it in 3 quarters. The position peaked at $8.88M in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

RVW Wealth reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
RVW Wealth sold 265,563 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $6.6M.
RVW Wealth first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2019 and held it in 3 quarters.
RVW Wealth's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $8.88M in Q1 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on RVW Wealth's 13F filing for Q4 2019, filed 21 Jan 2020.