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IBDK

Avantax Planning Partners’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Avantax Planning Partners’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-4,518
Closed -$112K – 1477
2018
Q3 		$112K Buy
+4,518
New +$112K 0.01% 326
2018
Q2 		– Sell
-2,148
Closed -$53K – 1882
2018
Q1 		$53K Buy
+2,148
New +$53.3K ﹤0.01% 520

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Avantax Planning Partners's IBDK Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2018, closing a stake of 4,518 shares — an estimated $112K sold.

Avantax Planning Partners first reported a position in IBDK in Q1 2018 and held it in 2 quarters. The position peaked at $112K in Q3 2018. 111 funds tracked by Wall St. Rank hold IBDK as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 4,518 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2018, an estimated $112K.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $112K in Q3 2018.
  • 111 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.