AG
IBDL

Advisor Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Advisor Group’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2.17M Buy
85,825
+58,250
+211% +$1.47M 0.02% 769
2019
Q3 		$700K Buy
27,575
+4,143
+18% +$105K 0.01% 1376
2019
Q2 		$594K Buy
23,432
+7,186
+44% +$181K ﹤0.01% 1498
2019
Q1 		$411K Buy
16,246
+4,501
+38% +$113K ﹤0.01% 1733
2018
Q4 		$294K Buy
11,745
+5,740
+96% +$143K ﹤0.01% 1793
2018
Q3 		$150K Buy
6,005
+2,747
+84% +$68.7K ﹤0.01% 2418
2018
Q2 		$81K Sell
3,258
-220
-6% -$5.5K ﹤0.01% 2696
2018
Q1 		$87K Hold
3,478
– – ﹤0.01% 2669
2017
Q4 		$87K Hold
3,478
– – ﹤0.01% 2682
2017
Q3 		$89K Buy
3,478
+715
+26% +$18.3K ﹤0.01% 2509
2017
Q2 		$70K Buy
2,763
+1,248
+82% +$31.8K ﹤0.01% 2588
2017
Q1 		$38K Sell
1,515
-6,081
-80% -$154K ﹤0.01% 2935
2016
Q4 		$192K Buy
7,596
+484
+7% +$12.3K ﹤0.01% 1577
2016
Q3 		$183K Buy
7,112
+5,934
+504% +$153K ﹤0.01% 1584
2016
Q2 		$30K Buy
+1,178
New +$30.2K ﹤0.01% 2797

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisor Group's IBDL Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) stake by 211% in Q4 2019, buying an estimated $1.47M and bringing the position to 85,825 shares worth $2.17M. The position accounts for 0.02% of the portfolio, ranked #769.

Advisor Group first reported a position in IBDL in Q2 2016 and has held it in 15 quarters since. 166 funds tracked by Wall St. Rank hold IBDL as of Q4 2019.

  • Advisor Group held 85,825 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $2.17M as of Q4 2019.
  • Advisor Group bought 58,250 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2019, an estimated $1.47M.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.02% of Advisor Group's portfolio in Q4 2019, its #769 holding.
  • Advisor Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2016 and has held it in 15 quarters since.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2019.

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