SFG
IBDL

Sowa Financial Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Sowa Financial Group’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
-7,748
Closed -$195K – 244
2020
Q3 		$195K Buy
7,748
+12
+0.2% +$303 0.14% 62
2020
Q2 		$196K Buy
7,736
+18
+0.2% +$455 0.15% 64
2020
Q1 		$195K Buy
7,718
+14
+0.2% +$353 0.17% 53
2019
Q4 		$195K Buy
+7,704
New +$195K 0.16% 60

Other funds holding IBDL

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

Sowa Financial Group's IBDL Position: Q4 2020 in Review

Sowa Financial Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 7,748 shares — an estimated $195K sold.

Sowa Financial Group first reported a position in IBDL in Q4 2019 and held it in 4 quarters. The position peaked at $196K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Sowa Financial Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Sowa Financial Group sold 7,748 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $195K.
  • Sowa Financial Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
  • Sowa Financial Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $196K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Sowa Financial Group's 13F filing for Q4 2020, filed 15 Jan 2021.