Advisor Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Advisor Group’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$1.62M	Buy	65,034 +28,571	+78%	+$713K	0.01%	923
2019 Q3	$911K	Buy	36,463 +5,179	+17%	+$129K	0.01%	1195
2019 Q2	$780K	Buy	31,284 +11,228	+56%	+$278K	0.01%	1299
2019 Q1	$496K	Buy	20,056 +7,201	+56%	+$177K	﹤0.01%	1597
2018 Q4	$313K	Buy	12,855 +7,533	+142%	+$183K	﹤0.01%	1753
2018 Q3	$130K	Buy	5,322 +2,111	+66%	+$51.4K	﹤0.01%	2553
2018 Q2	$78K	Buy	3,211 +1,876	+141%	+$45.7K	﹤0.01%	2734
2018 Q1	$32K	Hold	1,335	–	–	﹤0.01%	3388
2017 Q4	$33K	Hold	1,335	–	–	﹤0.01%	3387
2017 Q3	$34K	Buy	1,335 +100	+8%	+$2.5K	﹤0.01%	3235
2017 Q2	$31K	Hold	1,235	–	–	﹤0.01%	3186
2017 Q1	$31K	Buy	1,235 +101	+9%	+$2.5K	﹤0.01%	3072
2016 Q4	$28K	Sell	1,134 -1,045	-48%	-$26K	﹤0.01%	3031
2016 Q3	$55K	Hold	2,179	–	–	﹤0.01%	2478
2016 Q2	$55K	Buy	+2,179	New	+$54.7K	﹤0.01%	2368

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AWM

Argent Wealth Management Waltham, Massachusetts $602M AUM

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Advisor Group's IBDM Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 78% in Q4 2019, buying an estimated $713K and bringing the position to 65,034 shares worth $1.62M. The position accounts for 0.01% of the portfolio, ranked #923.

Advisor Group first reported a position in IBDM in Q2 2016 and has held it in 15 quarters since. 181 funds tracked by Wall St. Rank hold IBDM as of Q4 2019.

Advisor Group held 65,034 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $1.62M as of Q4 2019.
Advisor Group bought 28,571 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2019, an estimated $713K.
iShares iBonds Dec 2021 Term Corporate ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #923 holding.
Advisor Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2016 and has held it in 15 quarters since.
181 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2019.

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