Advisornet Financial’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Advisornet Financial’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
2020 Q2	–	Sell	-1,740	Closed	-$44K	–	1993
2020 Q1	$44K	Sell	1,740 -175	-9%	-$4.41K	﹤0.01%	838
2019 Q4	$48K	Hold	1,915	–	–	﹤0.01%	915
2019 Q3	$49K	Hold	1,915	–	–	﹤0.01%	920
2019 Q2	$49K	Hold	1,915	–	–	0.01%	811
2019 Q1	$48K	Hold	1,915	–	–	0.01%	746
2018 Q4	$48K	Hold	1,915	–	–	0.01%	700
2018 Q3	$48K	Hold	1,915	–	–	0.01%	740
2018 Q2	$48K	Hold	1,915	–	–	0.01%	718
2018 Q1	$48K	Hold	1,915	–	–	0.01%	708
2017 Q4	$48K	Buy	+1,915	New	+$48.7K	0.01%	668

Other funds holding IBDL

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Advisornet Financial's IBDL Position: Q2 2020 in Review

Advisornet Financial sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2020, closing a stake of 1,740 shares — an estimated $44K sold.

Advisornet Financial first reported a position in IBDL in Q4 2017 and held it in 10 quarters. The position peaked at $49K in Q3 2019. 166 funds tracked by Wall St. Rank hold IBDL as of Q2 2020.

Advisornet Financial reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Advisornet Financial sold 1,740 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2020, an estimated $44K.
Advisornet Financial first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 10 quarters.
Advisornet Financial's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $49K in Q3 2019.
166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.