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

RVW Wealth’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	-191,106	Closed	-$4.82M	–	102
2020 Q3	$4.82M	Sell	191,106 -22,809	-11%	-$576K	0.81%	35
2020 Q2	$5.42M	Sell	213,915 -37,194	-15%	-$940K	0.99%	33
2020 Q1	$6.33M	Sell	251,109 -174,662	-41%	-$4.4M	1.48%	27
2019 Q4	$10.8M	Buy	425,771 +43,795	+11%	+$1.11M	2.36%	17
2019 Q3	$9.69M	Sell	381,976 -21,511	-5%	-$545K	2.31%	16
2019 Q2	$10.2M	Buy	403,487 +52,004	+15%	+$1.31M	2.44%	20
2019 Q1	$8.87M	Buy	+351,483	New	+$8.83M	2.26%	20

Other funds holding IBDL

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

RVW Wealth's IBDL Position: Q4 2020 in Review

RVW Wealth sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 191,106 shares — an estimated $4.82M sold.

RVW Wealth first reported a position in IBDL in Q1 2019 and held it in 7 quarters. The position peaked at $10.8M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

RVW Wealth reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
RVW Wealth sold 191,106 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $4.82M.
RVW Wealth first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 7 quarters.
RVW Wealth's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $10.8M in Q4 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on RVW Wealth's 13F filing for Q4 2020, filed 11 Jan 2021.