Stifel Financial’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-35,595
Closed -$893K 2927
2018
Q3
$893K Buy
35,595
+90
+0.3% +$2.26K ﹤0.01% 1752
2018
Q2
$892K Buy
35,505
+6,762
+24% +$170K ﹤0.01% 1701
2018
Q1
$722K Buy
+28,743
New +$722K ﹤0.01% 1763

Stifel Financial's IBDH Position: Q4 2018 in Review

Stifel Financial sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 35,595 shares — an estimated $893K sold.

Stifel Financial first reported a position in IBDH in Q1 2018 and held it in 3 quarters. The position peaked at $893K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Stifel Financial reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Stifel Financial sold 35,595 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $893K.
  • Stifel Financial first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
  • Stifel Financial's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $893K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Stifel Financial's 13F filing for Q4 2018, filed 13 Feb 2019.