BC
IBDA

Bartlett & Co’s ISHARES IBONDS MAR 2016 CORPORATE ETF IBDA Stock Holding History

Bartlett & Co’s Portfolio IBDA Stock Details IBDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-21
Closed -$2K – 765
2015
Q4 		$2K Hold
21
– – ﹤0.01% 724
2015
Q3 		$2K Hold
21
– – ﹤0.01% 716
2015
Q2 		$2K Hold
21
– – ﹤0.01% 714
2015
Q1 		$2K Buy
+21
New +$2.12K ﹤0.01% 693

Other funds holding IBDA

WA
Winfield Associates Cleveland, Ohio $276M AUM 15.18% 1-Year Est. Return

Bartlett & Co's IBDA Position: Q1 2016 in Review

Bartlett & Co sold out of ISHARES IBONDS MAR 2016 CORPORATE ETF (IBDA) in Q1 2016, closing a stake of 21 shares — an estimated $2K sold.

Bartlett & Co first reported a position in IBDA in Q1 2015 and held it in 4 quarters. The position peaked at $2K in Q4 2015. 1 fund tracked by Wall St. Rank holds IBDA as of Q1 2016.

  • Bartlett & Co reported no remaining ISHARES IBONDS MAR 2016 CORPORATE ETF position as of Q1 2016 after selling out during the quarter.
  • Bartlett & Co sold 21 ISHARES IBONDS MAR 2016 CORPORATE ETF shares in Q1 2016, an estimated $2K.
  • Bartlett & Co first reported a position in ISHARES IBONDS MAR 2016 CORPORATE ETF in Q1 2015 and held it in 4 quarters.
  • Bartlett & Co's ISHARES IBONDS MAR 2016 CORPORATE ETF position peaked at $2K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held ISHARES IBONDS MAR 2016 CORPORATE ETF as of Q1 2016.

Based on Bartlett & Co's 13F filing for Q1 2016, filed 2 May 2016.