American Portfolios Advisors’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

American Portfolios Advisors’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 Q3	–	Sell	-925	Closed	-$22.8K	–	2949
2019 Q2	$22.8K	Hold	925	–	–	﹤0.01%	1625
2019 Q1	$22.7K	Hold	925	–	–	﹤0.01%	1548
2018 Q4	$22.6K	Sell	925 -329	-26%	-$8.02K	﹤0.01%	1326
2018 Q3	$30.6K	Hold	1,254	–	–	﹤0.01%	1323
2018 Q2	$30.5K	Buy	+1,254	New	+$30.5K	﹤0.01%	1279

Other funds holding IBCD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return

PCG

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

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

LWANC

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

American Portfolios Advisors's IBCD Position: Q3 2019 in Review

American Portfolios Advisors sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q3 2019, closing a stake of 925 shares — an estimated $22.8K sold.

American Portfolios Advisors first reported a position in IBCD in Q2 2018 and held it in 5 quarters. The position peaked at $30.6K in Q3 2018. 18 funds tracked by Wall St. Rank hold IBCD as of Q3 2019.

American Portfolios Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q3 2019 after selling out during the quarter.
American Portfolios Advisors sold 925 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q3 2019, an estimated $22.8K.
American Portfolios Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2018 and held it in 5 quarters.
American Portfolios Advisors's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $30.6K in Q3 2018.
18 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q3 2019.

Based on American Portfolios Advisors's 13F filing for Q3 2019, filed 24 Mar 2023.