WP
IBDL

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

WealthShield 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
-585
Closed -$15K – 438
2020
Q3 		$15K Hold
585
– – 0.01% 341
2020
Q2 		$15K Buy
+585
New +$14.8K 0.01% 287

Other funds holding IBDL

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

WealthShield Partners's IBDL Position: Q4 2020 in Review

WealthShield Partners sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 585 shares — an estimated $15K sold.

WealthShield Partners first reported a position in IBDL in Q2 2020 and held it in 2 quarters. The position peaked at $15K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • WealthShield Partners reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • WealthShield Partners sold 585 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $15K.
  • WealthShield Partners first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • WealthShield Partners's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $15K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on WealthShield Partners's 13F filing for Q4 2020, filed 16 Feb 2021.