Smith, Moore & Co’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Smith, Moore & Co’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	-10,848	Closed	-$270K	–	329
2019 Q3	$270K	Buy	10,848 +61	+0.6%	+$1.51K	0.06%	264
2019 Q2	$268K	Buy	10,787 +2,086	+24%	+$51.8K	0.06%	271
2019 Q1	$216K	Buy	8,701 +34	+0.4%	+$844	0.05%	289
2018 Q4	$215K	Buy	8,667 +62	+0.7%	+$1.54K	0.06%	281
2018 Q3	$213K	Buy	8,605 +46	+0.5%	+$1.14K	0.05%	317
2018 Q2	$212K	Buy	+8,559	New	+$212K	0.05%	307

Other funds holding IBDK

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Smith, Moore & Co's IBDK Position: Q4 2019 in Review

Smith, Moore & Co sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 10,848 shares — an estimated $270K sold.

Smith, Moore & Co first reported a position in IBDK in Q2 2018 and held it in 6 quarters. The position peaked at $270K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Smith, Moore & Co reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Smith, Moore & Co sold 10,848 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $270K.
Smith, Moore & Co first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2018 and held it in 6 quarters.
Smith, Moore & Co's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $270K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Smith, Moore & Co's 13F filing for Q4 2019, filed 7 Feb 2020.