Avantax Planning Partners’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Avantax Planning Partners’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-12,843	Closed	-$321K	–	312
2018 Q4	$321K	Hold	12,843	–	–	0.02%	188
2018 Q3	$322K	Buy	12,843 +2,597	+25%	+$65K	0.03%	191
2018 Q2	$257K	Hold	10,246	–	–	0.02%	198
2018 Q1	$257K	Buy	+10,246	New	+$258K	0.02%	256

Other funds holding IBDL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Avantax Planning Partners's IBDL Position: Q1 2019 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2019, closing a stake of 12,843 shares — an estimated $321K sold.

Avantax Planning Partners first reported a position in IBDL in Q1 2018 and held it in 4 quarters. The position peaked at $322K in Q3 2018. 140 funds tracked by Wall St. Rank hold IBDL as of Q1 2019.

Avantax Planning Partners reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
Avantax Planning Partners sold 12,843 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2019, an estimated $321K.
Avantax Planning Partners first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 4 quarters.
Avantax Planning Partners's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $322K in Q3 2018.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2019.

Based on Avantax Planning Partners's 13F filing for Q1 2019, filed 8 May 2019.