BFEC
IBCB

Benjamin F. Edwards & Company’s ISHARES IBONDS MAR 2016 CORPORATE EX-FINANCIALS ETF IBCB Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBCB Stock Details IBCB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-29
Closed -$3K – 977
2014
Q1 		$3K Sell
29
-832
-97% -$83.1K ﹤0.01% 831
2013
Q4 		$85K Sell
861
-85
-9% -$8.5K 0.03% 369
2013
Q3 		$95K Sell
946
-240
-20% -$23.9K 0.04% 318
2013
Q2 		$117K Buy
+1,186
New +$118K 0.05% 267

Other funds holding IBCB

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Benjamin F. Edwards & Company's IBCB Position: Q2 2014 in Review

Benjamin F. Edwards & Company sold out of ISHARES IBONDS MAR 2016 CORPORATE EX-FINANCIALS ETF (IBCB) in Q2 2014, closing a stake of 29 shares — an estimated $3K sold.

Benjamin F. Edwards & Company first reported a position in IBCB in Q2 2013 and held it in 4 quarters. The position peaked at $117K in Q2 2013. 12 funds tracked by Wall St. Rank hold IBCB as of Q2 2014.

  • Benjamin F. Edwards & Company reported no remaining ISHARES IBONDS MAR 2016 CORPORATE EX-FINANCIALS ETF position as of Q2 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 29 ISHARES IBONDS MAR 2016 CORPORATE EX-FINANCIALS ETF shares in Q2 2014, an estimated $3K.
  • Benjamin F. Edwards & Company first reported a position in ISHARES IBONDS MAR 2016 CORPORATE EX-FINANCIALS ETF in Q2 2013 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's ISHARES IBONDS MAR 2016 CORPORATE EX-FINANCIALS ETF position peaked at $117K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held ISHARES IBONDS MAR 2016 CORPORATE EX-FINANCIALS ETF as of Q2 2014.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2014, filed 21 Jul 2014.