Ameriprise
IBDD

Ameriprise’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Ameriprise’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,837
Closed -$314K – 4060
2022
Q4 		$314K Buy
+11,837
New +$313K ﹤0.01% 3573
2019
Q2 		– Sell
-41,505
Closed -$1.1M – 3808
2019
Q1 		$1.1M Sell
41,505
-10,686
-20% -$277K ﹤0.01% 2996
2018
Q4 		$1.34M Sell
52,191
-10,828
-17% -$276K ﹤0.01% 2812
2018
Q3 		$1.61M Sell
63,019
-1,265
-2% -$32.5K ﹤0.01% 2888
2018
Q2 		$1.65M Sell
64,284
-20,545
-24% -$527K ﹤0.01% 2806
2018
Q1 		$2.19M Sell
84,829
-96,403
-53% -$2.51M ﹤0.01% 2659
2017
Q4 		$4.76M Buy
181,232
+8,774
+5% +$233K ﹤0.01% 2175
2017
Q3 		$4.62M Sell
172,458
-8,603
-5% -$230K ﹤0.01% 2142
2017
Q2 		$4.83M Buy
181,061
+78,677
+77% +$2.1M ﹤0.01% 2097
2017
Q1 		$2.69M Buy
102,384
+7,506
+8% +$197K ﹤0.01% 2442
2016
Q4 		$2.49M Buy
94,878
+9,134
+11% +$243K ﹤0.01% 2513
2016
Q3 		$2.33M Buy
85,744
+19,684
+30% +$536K ﹤0.01% 2491
2016
Q2 		$1.78M Buy
66,060
+30,172
+84% +$808K ﹤0.01% 2582
2016
Q1 		$949K Buy
+35,888
New +$930K ﹤0.01% 2873

Other funds holding IBDD

Moloney Securities Asset Management
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Anchor Investment Management
Anchor Investment Management Columbia, South Carolina $1.33B AUM 27.72% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Ameriprise's IBDD Position: Q1 2023 in Review

Ameriprise sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q1 2023, closing a stake of 11,837 shares — an estimated $314K sold.

Ameriprise first reported a position in IBDD in Q1 2016 and held it in 14 quarters. The position peaked at $4.83M in Q2 2017. 5 funds tracked by Wall St. Rank hold IBDD as of Q1 2023.

  • Ameriprise reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q1 2023 after selling out during the quarter.
  • Ameriprise sold 11,837 iShares iBonds Mar 2023 Term Corporate ETF shares in Q1 2023, an estimated $314K.
  • Ameriprise first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2016 and held it in 14 quarters.
  • Ameriprise's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $4.83M in Q2 2017.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2023.

Based on Ameriprise's 13F filing for Q1 2023, filed 15 May 2023.