AG
IBDD

Advisor Group’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Advisor Group’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-341
Closed -$9K – 5275
2018
Q2 		$9K Hold
341
– – ﹤0.01% 4144
2018
Q1 		$9K Hold
341
– – ﹤0.01% 4163
2017
Q4 		$9K Sell
341
-350
-51% -$9.3K ﹤0.01% 4161
2017
Q3 		$18K Hold
691
– – ﹤0.01% 3627
2017
Q2 		$18K Buy
+691
New +$18.4K ﹤0.01% 3574

Other funds holding IBDD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KC
KHP Capital Tulsa, Oklahoma $164M AUM 7.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advisor Group's IBDD Position: Q3 2018 in Review

Advisor Group sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2018, closing a stake of 341 shares — an estimated $9K sold.

Advisor Group first reported a position in IBDD in Q2 2017 and held it in 5 quarters. The position peaked at $18K in Q3 2017. 19 funds tracked by Wall St. Rank hold IBDD as of Q3 2018.

  • Advisor Group reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • Advisor Group sold 341 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2018, an estimated $9K.
  • Advisor Group first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q2 2017 and held it in 5 quarters.
  • Advisor Group's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $18K in Q3 2017.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2018.

Based on Advisor Group's 13F filing for Q3 2018, filed 14 Nov 2018.