Stonebridge Capital Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Stonebridge Capital Advisors’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	-2,485	Closed	-$62K	–	965
2019 Q3	$62K	Hold	2,485	–	–	0.01%	292
2019 Q2	$62K	Buy	+2,485	New	+$61.7K	0.01%	288

Other funds holding IBDK

VFA

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

Stonebridge Capital Advisors's IBDK Position: Q4 2019 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 2,485 shares — an estimated $62K sold.

Stonebridge Capital Advisors first reported a position in IBDK in Q2 2019 and held it in 2 quarters. The position peaked at $62K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Stonebridge Capital Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Stonebridge Capital Advisors sold 2,485 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $62K.
Stonebridge Capital Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
Stonebridge Capital Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $62K in Q3 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Stonebridge Capital Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.