Advisory Services Network’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Advisory Services Network’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
2020 Q4	–	Sell	-2,835	Closed	-$68.7K	–	3895
2020 Q3	$69K	Buy	+2,835	New	+$68.1K	﹤0.01%	1428
2020 Q2	–	Sell	-2,120	Closed	-$49K	–	3025
2020 Q1	$49K	Hold	2,120	–	–	﹤0.01%	1405
2019 Q4	$53K	Buy	+2,120	New	+$52.8K	﹤0.01%	1473

Other funds holding IBHA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Advisory Services Network's IBHA Position: Q4 2020 in Review

Advisory Services Network sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q4 2020, closing a stake of 2,835 shares — an estimated $68.7K sold.

Advisory Services Network first reported a position in IBHA in Q4 2019 and held it in 3 quarters. The position peaked at $69K in Q3 2020. 22 funds tracked by Wall St. Rank hold IBHA as of Q4 2020.

Advisory Services Network reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q4 2020 after selling out during the quarter.
Advisory Services Network sold 2,835 iShares iBonds 2021 Term High Yield and Income ETF shares in Q4 2020, an estimated $68.7K.
Advisory Services Network first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q4 2019 and held it in 3 quarters.
Advisory Services Network's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $69K in Q3 2020.
22 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q4 2020.

Based on Advisory Services Network's 13F filing for Q4 2020, filed 9 Feb 2021.