Sound Income Strategies’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Sound Income Strategies’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	-94	Closed	-$2K	–	823
2019 Q3	$2K	Sell	94 -41	-30%	-$1.02K	﹤0.01%	572
2019 Q2	$3K	Hold	135	–	–	﹤0.01%	534
2019 Q1	$3K	Sell	135 -847	-86%	-$21K	﹤0.01%	531
2018 Q4	$24K	Sell	982 -138	-12%	-$3.42K	0.01%	214
2018 Q3	$28K	Sell	1,120 -789	-41%	-$19.6K	0.01%	195
2018 Q2	$47K	Sell	1,909 -1,051	-36%	-$26K	0.03%	120
2018 Q1	$73K	Buy	+2,960	New	+$73.4K	0.05%	79

Other funds holding IBDK

VFA

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

Sound Income Strategies's IBDK Position: Q4 2019 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 94 shares — an estimated $2K sold.

Sound Income Strategies first reported a position in IBDK in Q1 2018 and held it in 7 quarters. The position peaked at $73K in Q1 2018. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Sound Income Strategies reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Sound Income Strategies sold 94 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $2K.
Sound Income Strategies first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 7 quarters.
Sound Income Strategies's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $73K in Q1 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Sound Income Strategies's 13F filing for Q4 2019, filed 6 Jan 2020.