Toth Financial Advisory’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Toth Financial Advisory’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 Q3	–	Sell	-295	Closed	-$7K	–	631
2020 Q2	$7K	Hold	295	–	–	﹤0.01%	391
2020 Q1	$7K	Hold	295	–	–	﹤0.01%	313
2019 Q4	$7K	Hold	295	–	–	﹤0.01%	340
2019 Q3	$7K	Hold	295	–	–	﹤0.01%	347
2019 Q2	$7K	Hold	295	–	–	﹤0.01%	349
2019 Q1	$7K	Sell	295 -110	-27%	-$2.77K	﹤0.01%	326
2018 Q4	$10K	Hold	405	–	–	﹤0.01%	284
2018 Q3	$10K	Hold	405	–	–	﹤0.01%	316
2018 Q2	$10K	Hold	405	–	–	﹤0.01%	312
2018 Q1	$10K	Hold	405	–	–	﹤0.01%	321
2017 Q4	$10K	Buy	+405	New	+$10.3K	﹤0.01%	323

Other funds holding IBDL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Toth Financial Advisory's IBDL Position: Q3 2020 in Review

Toth Financial Advisory sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 295 shares — an estimated $7K sold.

Toth Financial Advisory first reported a position in IBDL in Q4 2017 and held it in 11 quarters. The position peaked at $10K in Q4 2018. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

Toth Financial Advisory reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
Toth Financial Advisory sold 295 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $7K.
Toth Financial Advisory first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 11 quarters.
Toth Financial Advisory's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $10K in Q4 2018.
160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Toth Financial Advisory's 13F filing for Q3 2020, filed 16 Oct 2020.