Valley National Advisers’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Valley National Advisers’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-1,100	Closed	-$28K	–	874
2018 Q3	$28K	Hold	1,100	–	–	0.01%	315
2018 Q2	$28K	Hold	1,100	–	–	0.01%	304
2018 Q1	$28K	Hold	1,100	–	–	0.01%	295
2017 Q4	$28K	Sell	1,100 -2,570	-70%	-$64.6K	0.01%	297
2017 Q3	$92K	Hold	3,670	–	–	0.03%	209
2017 Q2	$92K	Hold	3,670	–	–	0.03%	201
2017 Q1	$92K	Hold	3,670	–	–	0.04%	196
2016 Q4	$92K	Buy	+3,670	New	+$92.4K	0.04%	198

Valley National Advisers's IBDH Position: Q4 2018 in Review

Valley National Advisers sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 1,100 shares — an estimated $28K sold.

Valley National Advisers first reported a position in IBDH in Q4 2016 and held it in 8 quarters. The position peaked at $92K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

Valley National Advisers reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Valley National Advisers sold 1,100 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $28K.
Valley National Advisers first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2016 and held it in 8 quarters.
Valley National Advisers's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $92K in Q3 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Valley National Advisers's 13F filing for Q4 2018, filed 25 Feb 2019.