W
IBDL

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

WealthStone’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
-11,854
Closed -$299K – 263
2020
Q3 		$299K Sell
11,854
-3,963
-25% -$100K 0.14% 106
2020
Q2 		$401K Buy
+15,817
New +$400K 0.19% 79

Other funds holding IBDL

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

WealthStone's IBDL Position: Q4 2020 in Review

WealthStone sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2020, closing a stake of 11,854 shares — an estimated $299K sold.

WealthStone first reported a position in IBDL in Q2 2020 and held it in 2 quarters. The position peaked at $401K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDL as of Q4 2020.

  • WealthStone reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
  • WealthStone sold 11,854 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2020, an estimated $299K.
  • WealthStone first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 2 quarters.
  • WealthStone's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $401K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2020.

Based on WealthStone's 13F filing for Q4 2020, filed 4 Feb 2021.