Valley National Advisers’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Valley National Advisers’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	-790	Closed	-$20K	–	866
2019 Q3	$20K	Hold	790	–	–	0.01%	424
2019 Q2	$20K	Hold	790	–	–	0.01%	406
2019 Q1	$20K	Hold	790	–	–	0.01%	396
2018 Q4	$20K	Hold	790	–	–	0.01%	369
2018 Q3	$20K	Hold	790	–	–	0.01%	364
2018 Q2	$20K	Hold	790	–	–	0.01%	349
2018 Q1	$20K	Hold	790	–	–	0.01%	338
2017 Q4	$20K	Sell	790 -3,174	-80%	-$79.1K	0.01%	333
2017 Q3	$99K	Hold	3,964	–	–	0.03%	201
2017 Q2	$99K	Hold	3,964	–	–	0.04%	195
2017 Q1	$99K	Hold	3,964	–	–	0.04%	191
2016 Q4	$99K	Buy	+3,964	New	+$99K	0.05%	191

Other funds holding IBDK

VFA

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

Valley National Advisers's IBDK Position: Q4 2019 in Review

Valley National Advisers sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2019, closing a stake of 790 shares — an estimated $20K sold.

Valley National Advisers first reported a position in IBDK in Q4 2016 and held it in 12 quarters. The position peaked at $99K in Q3 2017. 1 fund tracked by Wall St. Rank holds IBDK as of Q4 2019.

Valley National Advisers reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
Valley National Advisers sold 790 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2019, an estimated $20K.
Valley National Advisers first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2016 and held it in 12 quarters.
Valley National Advisers's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $99K in Q3 2017.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2019.

Based on Valley National Advisers's 13F filing for Q4 2019, filed 13 Feb 2020.