AIM
IBDB

Arcadia Investment Management’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Arcadia Investment Management’s Portfolio IBDB Stock Details IBDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,000
Closed -$26K – 371
2017
Q4 		$26K Hold
1,000
– – 0.01% 280
2017
Q3 		$26K Hold
1,000
– – 0.01% 276
2017
Q2 		$26K Buy
+1,000
New +$25.6K 0.01% 272

Other funds holding IBDB

CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Arcadia Investment Management's IBDB Position: Q1 2018 in Review

Arcadia Investment Management sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 1,000 shares — an estimated $26K sold.

Arcadia Investment Management first reported a position in IBDB in Q2 2017 and held it in 3 quarters. The position peaked at $26K in Q4 2017. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

  • Arcadia Investment Management reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • Arcadia Investment Management sold 1,000 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $26K.
  • Arcadia Investment Management first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q2 2017 and held it in 3 quarters.
  • Arcadia Investment Management's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $26K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on Arcadia Investment Management's 13F filing for Q1 2018, filed 19 Apr 2018.