Sowell Financial Services’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Sowell Financial Services’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	-5,740	Closed	-$143K	–	2765
2019 Q3	$143K	Buy	+5,740	New	+$143K	0.01%	734
2018 Q2	–	Sell	-8,999	Closed	-$223K	–	316
2018 Q1	$223K	Sell	8,999 -536	-6%	-$13.3K	0.06%	243
2017 Q4	$237K	Sell	9,535 -3,444	-27%	-$85.8K	0.06%	227
2017 Q3	$324K	Sell	12,979 -22,283	-63%	-$557K	0.08%	190
2017 Q2	$882K	Buy	35,262 +7,100	+25%	+$177K	0.25%	89
2017 Q1	$704K	Sell	28,162 -4,725	-14%	-$118K	0.21%	111
2016 Q4	$821K	Buy	+32,887	New	+$822K	0.27%	89

Other funds holding IBDK

VFA

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

Sowell Financial Services's IBDK Position: Q4 2019 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 5,740 shares — an estimated $143K sold.

Sowell Financial Services first reported a position in IBDK in Q4 2016 and held it in 7 quarters. The position peaked at $882K in Q2 2017. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Sowell Financial Services reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Sowell Financial Services sold 5,740 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $143K.
Sowell Financial Services first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2016 and held it in 7 quarters.
Sowell Financial Services's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $882K in Q2 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.