BFEC
IBCE

Benjamin F. Edwards & Company’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-212
Closed -$5K – 979
2014
Q1 		$5K Sell
212
-6,084
-97% -$142K ﹤0.01% 790
2013
Q4 		$143K Sell
6,296
-440
-7% -$10.1K 0.05% 294
2013
Q3 		$155K Sell
6,736
-1,192
-15% -$27.4K 0.06% 259
2013
Q2 		$184K Buy
+7,928
New +$193K 0.07% 223

Other funds holding IBCE

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Benjamin F. Edwards & Company sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q2 2014, closing a stake of 212 shares — an estimated $5K sold.

Benjamin F. Edwards & Company first reported a position in IBCE in Q2 2013 and held it in 4 quarters. The position peaked at $184K in Q2 2013. 12 funds tracked by Wall St. Rank hold IBCE as of Q2 2014.

  • Benjamin F. Edwards & Company reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q2 2014 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 212 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q2 2014, an estimated $5K.
  • Benjamin F. Edwards & Company first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q2 2013 and held it in 4 quarters.
  • Benjamin F. Edwards & Company's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $184K in Q2 2013.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 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.