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

Ameriprise’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 Q1	–	Sell	-17,384	Closed	-$424K	–	3870
2018 Q4	$424K	Buy	+17,384	New	+$424K	﹤0.01%	3246
2017 Q4	–	Sell	-10,112	Closed	-$249K	–	3828
2017 Q3	$249K	Sell	10,112 -17,678	-64%	-$437K	﹤0.01%	3445
2017 Q2	$685K	Buy	27,790 +363	+1%	+$8.95K	﹤0.01%	3108
2017 Q1	$676K	Sell	27,427 -476	-2%	-$11.7K	﹤0.01%	3072
2016 Q4	$687K	Sell	27,903 -3,376	-11%	-$83.4K	﹤0.01%	3141
2016 Q3	$780K	Sell	31,279 -2,625	-8%	-$65.6K	﹤0.01%	3011
2016 Q2	$851K	Buy	33,904 +268	+0.8%	+$6.67K	﹤0.01%	2951
2016 Q1	$835K	Buy	33,636 +10,732	+47%	+$263K	﹤0.01%	2946
2015 Q4	$558K	Sell	22,904 -904	-4%	-$22.2K	﹤0.01%	3216
2015 Q3	$590K	Sell	23,808 -908	-4%	-$22.3K	﹤0.01%	3190
2015 Q2	$606K	Buy	24,716 +15,336	+163%	+$381K	﹤0.01%	3356
2015 Q1	$235K	Buy	+9,380	New	+$233K	﹤0.01%	3523

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

LWANC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Ameriprise's IBCD Position: Q1 2019 in Review

Ameriprise sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2019, closing a stake of 17,384 shares — an estimated $424K sold.

Ameriprise first reported a position in IBCD in Q1 2015 and held it in 12 quarters. The position peaked at $851K in Q2 2016. 23 funds tracked by Wall St. Rank hold IBCD as of Q1 2019.

Ameriprise reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2019 after selling out during the quarter.
Ameriprise sold 17,384 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2019, an estimated $424K.
Ameriprise first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q1 2015 and held it in 12 quarters.
Ameriprise's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $851K in Q2 2016.
23 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2019.

Based on Ameriprise's 13F filing for Q1 2019, filed 15 May 2019.