Sound Income Strategies’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Sound Income Strategies’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	-94	Closed	-$2K	–	978
2020 Q3	$2K	Hold	94	–	–	﹤0.01%	700
2020 Q2	$2K	Buy	94 +1	+1%	+$25	﹤0.01%	667
2020 Q1	$2K	Hold	93	–	–	﹤0.01%	628
2019 Q4	$2K	Buy	93 +1	+1%	+$25	﹤0.01%	599
2019 Q3	$2K	Sell	92 -40	-30%	-$1.01K	﹤0.01%	562
2019 Q2	$3K	Hold	132	–	–	﹤0.01%	528
2019 Q1	$3K	Sell	132 -831	-86%	-$20.9K	﹤0.01%	524
2018 Q4	$24K	Sell	963 -137	-12%	-$3.42K	0.01%	209
2018 Q3	$28K	Sell	1,100 -610	-36%	-$15.3K	0.01%	191
2018 Q2	$43K	Sell	1,710 -1,030	-38%	-$25.8K	0.03%	130
2018 Q1	$69K	Buy	+2,740	New	+$68.9K	0.05%	86

Other funds holding IBDL

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

Sound Income Strategies's IBDL Position: Q4 2020 in Review

Sound Income Strategies sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 94 shares — an estimated $2K sold.

Sound Income Strategies first reported a position in IBDL in Q1 2018 and held it in 11 quarters. The position peaked at $69K in Q1 2018. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

Sound Income Strategies reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Sound Income Strategies sold 94 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $2K.
Sound Income Strategies first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 11 quarters.
Sound Income Strategies's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $69K in Q1 2018.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Sound Income Strategies's 13F filing for Q4 2020, filed 11 Jan 2021.