Barclays
IBDD

Barclays’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Barclays’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
2014
Q4 		– Sell
-10,000
Closed -$260K – 7693
2014
Q3 		$260K Buy
+10,000
New +$263K ﹤0.01% 4505

Other funds holding IBDD

Confluence Investment Management
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
United Capital Financial Advisors
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
First Allied Advisory Services
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Advisory Services Network
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
Genesis Wealth Advisors
Genesis Wealth Advisors Braintree, Massachusetts $167M AUM 17.82% 1-Year Est. Return

Barclays's IBDD Position: Q4 2014 in Review

Barclays sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q4 2014, closing a stake of 10,000 shares — an estimated $260K sold.

Barclays first reported a position in IBDD in Q3 2014 and held it in 1 quarter. The position peaked at $260K in Q3 2014. 12 funds tracked by Wall St. Rank hold IBDD as of Q4 2014.

  • Barclays reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q4 2014 after selling out during the quarter.
  • Barclays sold 10,000 iShares iBonds Mar 2023 Term Corporate ETF shares in Q4 2014, an estimated $260K.
  • Barclays first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2014 and held it in 1 quarter.
  • Barclays's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $260K in Q3 2014.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q4 2014.

Based on Barclays's 13F filing for Q4 2014, filed 13 Feb 2015.