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Andesa Financial Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Andesa Financial Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-24,500
Closed -$660K – 136
2020
Q2 		$660K Buy
+24,500
New +$637K 0.59% 48

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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Andesa Financial Management's IBDS Position: Q3 2020 in Review

Andesa Financial Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2020, closing a stake of 24,500 shares — an estimated $660K sold.

Andesa Financial Management first reported a position in IBDS in Q2 2020 and held it in 1 quarter. The position peaked at $660K in Q2 2020. 73 funds tracked by Wall St. Rank hold IBDS as of Q3 2020.

  • Andesa Financial Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Andesa Financial Management sold 24,500 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2020, an estimated $660K.
  • Andesa Financial Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Andesa Financial Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $660K in Q2 2020.
  • 73 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2020.

Based on Andesa Financial Management's 13F filing for Q3 2020, filed 9 Nov 2020.