WIC
IBDH

Whitegate Investment Counselors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Whitegate Investment Counselors’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-16,600
Closed -$417K – 203
2018
Q3 		$417K Sell
16,600
-1,200
-7% -$30.1K 0.09% 139
2018
Q2 		$447K Hold
17,800
– – 0.09% 136
2018
Q1 		$447K Hold
17,800
– – 0.1% 136
2017
Q4 		$447K Hold
17,800
– – 0.09% 133
2017
Q3 		$448K Hold
17,800
– – 0.1% 130
2017
Q2 		$448K Hold
17,800
– – 0.1% 129
2017
Q1 		$448K Hold
17,800
– – 0.11% 127
2016
Q4 		$447K Sell
17,800
-1,000
-5% -$25.2K 0.12% 118
2016
Q3 		$475K Hold
18,800
– – 0.13% 113
2016
Q2 		$477K Buy
+18,800
New +$475K 0.13% 109

Whitegate Investment Counselors's IBDH Position: Q4 2018 in Review

Whitegate Investment Counselors sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2018, closing a stake of 16,600 shares — an estimated $417K sold.

Whitegate Investment Counselors first reported a position in IBDH in Q2 2016 and held it in 10 quarters. The position peaked at $477K in Q2 2016. 1 fund tracked by Wall St. Rank holds IBDH as of Q4 2018.

  • Whitegate Investment Counselors reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Whitegate Investment Counselors sold 16,600 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2018, an estimated $417K.
  • Whitegate Investment Counselors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2016 and held it in 10 quarters.
  • Whitegate Investment Counselors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $477K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2018.

Based on Whitegate Investment Counselors's 13F filing for Q4 2018, filed 29 Jan 2019.