Advisor Group’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Advisor Group’s Portfolio IBCD Stock Details IBCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.69M	Buy	68,596 +5,656	+9%	+$139K	0.01%	899
2019 Q3	$1.55M	Buy	62,940 +16,371	+35%	+$402K	0.01%	889
2019 Q2	$1.15M	Buy	46,569 +38,435	+473%	+$943K	0.01%	1043
2019 Q1	$199K	Buy	8,134 +4,731	+139%	+$116K	﹤0.01%	2293
2018 Q4	$83K	Buy	+3,403	New	+$82.9K	﹤0.01%	2802
2018 Q3	–	Sell	-259	Closed	-$6K	–	5398
2018 Q2	$6K	Hold	259	–	–	﹤0.01%	4345
2018 Q1	$6K	Hold	259	–	–	﹤0.01%	4374
2017 Q4	$6K	Sell	259 -267	-51%	-$6.56K	﹤0.01%	4371
2017 Q3	$13K	Hold	526	–	–	﹤0.01%	3844
2017 Q2	$13K	Buy	+526	New	+$13K	﹤0.01%	3810

Other funds holding IBCD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

CWM

Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return

Advisor Group's IBCD Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) stake by 9% in Q4 2019, buying an estimated $139K and bringing the position to 68,596 shares worth $1.69M. The position accounts for 0.01% of the portfolio, ranked #899.

Advisor Group first reported a position in IBCD in Q2 2017 and has held it in 10 quarters since. 20 funds tracked by Wall St. Rank hold IBCD as of Q4 2019.

Advisor Group held 68,596 shares of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF worth $1.69M as of Q4 2019.
Advisor Group bought 5,656 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q4 2019, an estimated $139K.
iShares iBonds Mar 2020 Term Corporate ex-Financials ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #899 holding.
Advisor Group first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2017 and has held it in 10 quarters since.
20 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.