BFEC
IBCD

Benjamin F. Edwards & Company’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-200
Closed -$5K – 976
2014
Q1 		$5K Sell
200
-5,856
-97% -$142K ﹤0.01% 789
2013
Q4 		$145K Sell
6,056
-496
-8% -$12K 0.05% 290
2013
Q3 		$157K Sell
6,552
-1,360
-17% -$32.4K 0.06% 254
2013
Q2 		$189K Buy
+7,912
New +$195K 0.08% 219

Other funds holding IBCD

NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Benjamin F. Edwards & Company sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q2 2014, closing a stake of 200 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in IBCD in Q2 2013 and held it in 4 quarters. The position peaked at $189K in Q2 2013. 11 funds tracked by Wall St. Rank hold IBCD as of Q2 2014.

  • Benjamin F. Edwards & Company reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q2 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 200 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q2 2014, an estimated $5K.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2013 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $189K in Q2 2013.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q2 2014.

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