Advisor Consultant Network’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Advisor Consultant Network’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	$248K	Buy	+9,665	New	+$247K	0.04%	189

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Day & Ennis Macon, Georgia $283M AUM 13.32% 1-Year Est. Return

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

Advisor Consultant Network opened a new position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2016: 9,665 shares worth $248K. The stake represents 0.04% of the portfolio and ranks #189 among its holdings.

35 funds tracked by Wall St. Rank hold IBDN as of Q3 2016.

Advisor Consultant Network held 9,665 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $248K as of Q3 2016.
iShares iBonds Dec 2022 Term Corporate ETF was a new Advisor Consultant Network position in Q3 2016.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.04% of Advisor Consultant Network's portfolio in Q3 2016, its #189 holding.
35 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2016.

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