Advisory Services Network’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Advisory Services Network’s Portfolio IBCD Stock Details IBCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-394	Closed	-$10K	–	3417
2019 Q3	$10K	Hold	394	–	–	﹤0.01%	2179
2019 Q2	$10K	Buy	394 +90	+30%	+$2.21K	﹤0.01%	2177
2019 Q1	$7K	Buy	304 +8	+3%	+$196	﹤0.01%	2011
2018 Q4	$7K	Hold	296	–	–	﹤0.01%	1935
2018 Q3	$7K	Hold	296	–	–	﹤0.01%	1965
2018 Q2	$7K	Buy	+296	New	+$7.2K	﹤0.01%	1939

Other funds holding IBCD

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

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

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Advisory Services Network's IBCD Position: Q4 2019 in Review

Advisory Services Network sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q4 2019, closing a stake of 394 shares — an estimated $10K sold.

Advisory Services Network first reported a position in IBCD in Q2 2018 and held it in 6 quarters. The position peaked at $10K in Q3 2019. 20 funds tracked by Wall St. Rank hold IBCD as of Q4 2019.

Advisory Services Network reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q4 2019 after selling out during the quarter.
Advisory Services Network sold 394 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q4 2019, an estimated $10K.
Advisory Services Network first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2018 and held it in 6 quarters.
Advisory Services Network's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $10K in Q3 2019.
20 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q4 2019.

Based on Advisory Services Network's 13F filing for Q4 2019, filed 4 Feb 2020.