Simplicity Solutions’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Simplicity Solutions’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	-15,606	Closed	-$388K	–	890
2019 Q3	$388K	Buy	15,606 +1,067	+7%	+$26.5K	0.02%	474
2019 Q2	$362K	Buy	14,539 +2,539	+21%	+$63.1K	0.02%	446
2019 Q1	$298K	Buy	+12,000	New	+$298K	0.02%	539

Other funds holding IBDK

VFA

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

Simplicity Solutions's IBDK Position: Q4 2019 in Review

Simplicity Solutions sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 15,606 shares — an estimated $388K sold.

Simplicity Solutions first reported a position in IBDK in Q1 2019 and held it in 3 quarters. The position peaked at $388K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Simplicity Solutions reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Simplicity Solutions sold 15,606 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $388K.
Simplicity Solutions first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2019 and held it in 3 quarters.
Simplicity Solutions's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $388K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Simplicity Solutions's 13F filing for Q4 2019, filed 12 Feb 2020.