AG
IBDC

Advisor Group’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Advisor Group’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$88K Hold
3,389
– – ﹤0.01% 3034
2019
Q3 		$89K Hold
3,389
– – ﹤0.01% 2977
2019
Q2 		$89K Sell
3,389
-1,318
-28% -$34.3K ﹤0.01% 2953
2019
Q1 		$123K Hold
4,707
– – ﹤0.01% 2681
2018
Q4 		$122K Buy
+4,707
New +$122K ﹤0.01% 2489

Other funds holding IBDC

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisor Group's IBDC Position: Q4 2019 in Review

Advisor Group held its iShares iBonds Mar 2020 Term Corporate ETF (IBDC) position steady in Q4 2019 at 3,389 shares worth $88K. The position accounts for ﹤0.01% of the portfolio, ranked #3034.

Advisor Group first reported a position in IBDC in Q4 2018 and has held it in 5 quarters since. The position peaked at $123K in Q1 2019. 40 funds tracked by Wall St. Rank hold IBDC as of Q4 2019.

  • Advisor Group held 3,389 shares of iShares iBonds Mar 2020 Term Corporate ETF worth $88K as of Q4 2019.
  • Advisor Group left its iShares iBonds Mar 2020 Term Corporate ETF share count unchanged in Q4 2019.
  • iShares iBonds Mar 2020 Term Corporate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3034 holding.
  • Advisor Group first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $123K in Q1 2019.
  • 40 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q4 2019.

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