VVP
IBDL

Venture Visionary Partners’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Venture Visionary Partners’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
Q4 		– Sell
-50,844
Closed -$1.28M – 393
2020
Q3 		$1.28M Buy
50,844
+24,034
+90% +$607K 0.31% 53
2020
Q2 		$679K Sell
26,810
-97,121
-78% -$2.46M 0.2% 71
2020
Q1 		$3.12M Buy
123,931
+19,685
+19% +$496K 1.18% 21
2019
Q4 		$2.64M Buy
+104,246
New +$2.64M 0.8% 26

Other funds holding IBDL

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Venture Visionary Partners's IBDL Position: Q4 2020 in Review

Venture Visionary Partners sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 50,844 shares — an estimated $1.28M sold.

Venture Visionary Partners first reported a position in IBDL in Q4 2019 and held it in 4 quarters. The position peaked at $3.12M in Q1 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • Venture Visionary Partners reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • Venture Visionary Partners sold 50,844 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $1.28M.
  • Venture Visionary Partners first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 4 quarters.
  • Venture Visionary Partners's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $3.12M in Q1 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on Venture Visionary Partners's 13F filing for Q4 2020, filed 27 Jan 2021.