AG
IBDN

Advisor Group’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Advisor Group’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$1.07M Buy
42,159
+21,729
+106% +$550K 0.01% 1150
2019
Q3 		$518K Buy
20,430
+3,125
+18% +$78.9K ﹤0.01% 1594
2019
Q2 		$437K Buy
17,305
+4,421
+34% +$110K ﹤0.01% 1708
2019
Q1 		$321K Buy
12,884
+6,915
+116% +$170K ﹤0.01% 1920
2018
Q4 		$144K Buy
5,969
+2,696
+82% +$65.2K ﹤0.01% 2349
2018
Q3 		$79K Buy
3,273
+1,295
+65% +$31.5K ﹤0.01% 2938
2018
Q2 		$48K Buy
1,978
+1,878
+1,878% +$45.7K ﹤0.01% 3139
2018
Q1 		$2K Hold
100
– – ﹤0.01% 4769
2017
Q4 		$2K Hold
100
– – ﹤0.01% 4771
2017
Q3 		$3K Hold
100
– – ﹤0.01% 4503
2017
Q2 		$3K Hold
100
– – ﹤0.01% 4478
2017
Q1 		$2K Buy
+100
New +$2.48K ﹤0.01% 4477

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Advisor Group's IBDN Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 106% in Q4 2019, buying an estimated $550K and bringing the position to 42,159 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #1150.

Advisor Group first reported a position in IBDN in Q1 2017 and has held it in 12 quarters since. 165 funds tracked by Wall St. Rank hold IBDN as of Q4 2019.

  • Advisor Group held 42,159 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $1.07M as of Q4 2019.
  • Advisor Group bought 21,729 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2019, an estimated $550K.
  • iShares iBonds Dec 2022 Term Corporate ETF made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1150 holding.
  • Advisor Group first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2017 and has held it in 12 quarters since.
  • 165 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2019.

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