AWM
IBDL

Altium Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Altium Wealth Management’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
2018
Q3 		– Sell
-8,039
Closed -$201K – 319
2018
Q2 		$201K Buy
+8,039
New +$201K 0.05% 251
2018
Q1 		– Hold
0
– – – 153
2017
Q4 		– Hold
0
– – – 146

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Altium Wealth Management's IBDL Position: Q3 2018 in Review

Altium Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2018, closing a stake of 8,039 shares — an estimated $201K sold.

Altium Wealth Management first reported a position in IBDL in Q2 2018 and held it in 1 quarter. The position peaked at $201K in Q2 2018. 99 funds tracked by Wall St. Rank hold IBDL as of Q3 2018.

  • Altium Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • Altium Wealth Management sold 8,039 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2018, an estimated $201K.
  • Altium Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2018 and held it in 1 quarter.
  • Altium Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $201K in Q2 2018.
  • 99 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2018.

Based on Altium Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.