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Advisor Group’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Advisor Group’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$108K Buy
3,879
+1,682
+77% +$46.6K ﹤0.01% 2882
2019
Q3 		$61K Buy
2,197
+2,116
+2,612% +$58.2K ﹤0.01% 3240
2019
Q2 		$2K Sell
81
-2,000
-96% -$52.7K ﹤0.01% 4971
2019
Q1 		$54K Buy
+2,081
New +$53K ﹤0.01% 3329

Other funds holding IBDT

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Advisor Group's IBDT Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 77% in Q4 2019, buying an estimated $46.6K and bringing the position to 3,879 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #2882.

Advisor Group first reported a position in IBDT in Q1 2019 and has held it in 4 quarters since. 42 funds tracked by Wall St. Rank hold IBDT as of Q4 2019.

  • Advisor Group held 3,879 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $108K as of Q4 2019.
  • Advisor Group bought 1,682 iShares iBonds Dec 2028 Term Corporate ETF shares in Q4 2019, an estimated $46.6K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2882 holding.
  • Advisor Group first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2019 and has held it in 4 quarters since.
  • 42 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q4 2019.

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