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	-$1.09M	–	3808
2019 Q1	$1.09M	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

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

AIM

Anchor Investment Management Columbia, South Carolina $1.2B AUM 17.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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.