Smith, Moore & Co’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
– Sell
-10,317
Closed -$259K – 378
2018
Q3
$259K Buy
10,317
+38
+0.4% +$954 0.06% 279
2018
Q2
$258K Buy
10,279
+1,425
+16% +$35.8K 0.06% 265
2018
Q1
$223K Buy
+8,854
New +$222K 0.06% 276

Smith, Moore & Co's IBDH Position: Q4 2018 in Review

Smith, Moore & Co sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 10,317 shares — an estimated $259K sold.

Smith, Moore & Co first reported a position in IBDH in Q1 2018 and held it in 3 quarters. The position peaked at $259K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Smith, Moore & Co reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Smith, Moore & Co sold 10,317 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $259K.
  • Smith, Moore & Co first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
  • Smith, Moore & Co's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $259K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Smith, Moore & Co's 13F filing for Q4 2018, filed 15 Feb 2019.