BC
IBDK

Bartlett & Co’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Bartlett & Co’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
2019
Q3 		$18K Buy
+733
New +$18.2K ﹤0.01% 674

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Bartlett & Co's IBDK Position: Q3 2019 in Review

Bartlett & Co opened a new position in iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019: 733 shares worth $18K. The stake represents ﹤0.01% of the portfolio and ranks #674 among its holdings.

120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

  • Bartlett & Co held 733 shares of iShares iBonds Dec 2019 Term Corporate ETF worth $18K as of Q3 2019.
  • iShares iBonds Dec 2019 Term Corporate ETF was a new Bartlett & Co position in Q3 2019.
  • iShares iBonds Dec 2019 Term Corporate ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q3 2019, its #674 holding.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

Based on Bartlett & Co's 13F filing for Q3 2019, filed 4 Nov 2019.