ACN
IBDL

Advisor Consultant Network’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Advisor Consultant Network’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
2016
Q3 		$201K Buy
+7,820
New +$202K 0.03% 199

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
DE
Day & Ennis Macon, Georgia $283M AUM 13.32% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Advisor Consultant Network's IBDL Position: Q3 2016 in Review

Advisor Consultant Network opened a new position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2016: 7,820 shares worth $201K. The stake represents 0.03% of the portfolio and ranks #199 among its holdings.

45 funds tracked by Wall St. Rank hold IBDL as of Q3 2016.

  • Advisor Consultant Network held 7,820 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $201K as of Q3 2016.
  • iShares iBonds Dec 2020 Term Corporate ETF was a new Advisor Consultant Network position in Q3 2016.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.03% of Advisor Consultant Network's portfolio in Q3 2016, its #199 holding.
  • 45 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2016.

Based on Advisor Consultant Network's 13F filing for Q3 2016, filed 14 Oct 2016.