AG
IBHA

Advisor Group’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Advisor Group’s Portfolio IBHA Stock Details IBHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$158K Buy
6,343
+1,833
+41% +$45.7K ﹤0.01% 2582
2019
Q3 		$113K Buy
+4,510
New +$113K ﹤0.01% 2808

Other funds holding IBHA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LW
Linscomb Wealth Houston, Texas $2.31B AUM 28.23% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return

Advisor Group's IBHA Position: Q4 2019 in Review

Advisor Group increased its iShares iBonds 2021 Term High Yield and Income ETF (IBHA) stake by 41% in Q4 2019, buying an estimated $45.7K and bringing the position to 6,343 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Advisor Group first reported a position in IBHA in Q3 2019 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold IBHA as of Q4 2019.

  • Advisor Group held 6,343 shares of iShares iBonds 2021 Term High Yield and Income ETF worth $158K as of Q4 2019.
  • Advisor Group bought 1,833 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2019, an estimated $45.7K.
  • iShares iBonds 2021 Term High Yield and Income ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2582 holding.
  • Advisor Group first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q3 2019 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2019.

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