Wealthstar Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q4
Sell
-8,850
Closed -$222K 65
2018
Q3
$222K Hold
8,850
0.13% 53
2018
Q2
$222K Hold
8,850
0.07% 54
2018
Q1
$222K Buy
+8,850
New +$222K 0.07% 45

Wealthstar Advisors's IBDH Position: Q4 2018 in Review

Wealthstar Advisors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 8,850 shares — an estimated $222K sold.

Wealthstar Advisors first reported a position in IBDH in Q1 2018 and held it in 3 quarters. The position peaked at $222K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Wealthstar Advisors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Wealthstar Advisors sold 8,850 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $222K.
  • Wealthstar Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
  • Wealthstar Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $222K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Wealthstar Advisors's 13F filing for Q4 2018, filed 22 Jan 2019.