SB
IBDL

Strategic Blueprint’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Strategic Blueprint’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
2019
Q4 		– Sell
-1,100
Closed -$28K – 458
2019
Q3 		$28K Buy
+1,100
New +$27.9K 0.02% 199

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Strategic Blueprint's IBDL Position: Q4 2019 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2019, closing a stake of 1,100 shares — an estimated $28K sold.

Strategic Blueprint first reported a position in IBDL in Q3 2019 and held it in 1 quarter. The position peaked at $28K in Q3 2019. 166 funds tracked by Wall St. Rank hold IBDL as of Q4 2019.

  • Strategic Blueprint reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Strategic Blueprint sold 1,100 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2019, an estimated $28K.
  • Strategic Blueprint first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Strategic Blueprint's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $28K in Q3 2019.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2019.

Based on Strategic Blueprint's 13F filing for Q4 2019, filed 10 Jan 2020.