WealthTrust Fairport’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
-1,389
Closed -$35K 567
2018
Q3
$35K Hold
1,389
﹤0.01% 282
2018
Q2
$35K Hold
1,389
﹤0.01% 278
2018
Q1
$35K Buy
+1,389
New +$34.9K ﹤0.01% 274

WealthTrust Fairport's IBDH Position: Q4 2018 in Review

WealthTrust Fairport sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 1,389 shares — an estimated $35K sold.

WealthTrust Fairport first reported a position in IBDH in Q1 2018 and held it in 3 quarters. The position peaked at $35K in Q3 2018. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • WealthTrust Fairport reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • WealthTrust Fairport sold 1,389 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $35K.
  • WealthTrust Fairport first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 3 quarters.
  • WealthTrust Fairport's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $35K in Q3 2018.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on WealthTrust Fairport's 13F filing for Q4 2018, filed 25 Feb 2019.