Advisor Group’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Advisor Group’s Portfolio IBDB Stock Details IBDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-377	Closed	-$10K	–	5190
2017 Q4	$10K	Hold	377	–	–	﹤0.01%	4122
2017 Q3	$10K	Hold	377	–	–	﹤0.01%	4012
2017 Q2	$10K	Hold	377	–	–	﹤0.01%	3955
2017 Q1	$10K	Buy	+377	New	+$9.67K	﹤0.01%	3805

Other funds holding IBDB

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

PCG

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return

CMBA

C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return

NSB

Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Advisor Group's IBDB Position: Q1 2018 in Review

Advisor Group sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 377 shares — an estimated $10K sold.

Advisor Group first reported a position in IBDB in Q1 2017 and held it in 4 quarters. The position peaked at $10K in Q4 2017. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

Advisor Group reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
Advisor Group sold 377 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $10K.
Advisor Group first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q1 2017 and held it in 4 quarters.
Advisor Group's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $10K in Q4 2017.
6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on Advisor Group's 13F filing for Q1 2018, filed 15 May 2018.