AWM
IBDC

AllSquare Wealth Management’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

AllSquare Wealth Management’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-575
Closed -$15K – 488
2019
Q4 		$15K Hold
575
– – 0.01% 295
2019
Q3 		$15K Hold
575
– – 0.01% 293
2019
Q2 		$15K Hold
575
– – 0.01% 298
2019
Q1 		$15K Hold
575
– – 0.01% 296
2018
Q4 		$15K Buy
+575
New +$14.9K 0.01% 269

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

AllSquare Wealth Management's IBDC Position: Q1 2020 in Review

AllSquare Wealth Management sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 575 shares — an estimated $15K sold.

AllSquare Wealth Management first reported a position in IBDC in Q4 2018 and held it in 5 quarters. The position peaked at $15K in Q4 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • AllSquare Wealth Management reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • AllSquare Wealth Management sold 575 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $15K.
  • AllSquare Wealth Management first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2018 and held it in 5 quarters.
  • AllSquare Wealth Management's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $15K in Q4 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on AllSquare Wealth Management's 13F filing for Q1 2020, filed 12 May 2020.