Benjamin F. Edwards & Company’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Benjamin F. Edwards & Company’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-37	Closed	-$1K	–	2005
2019 Q2	$1K	Hold	37	–	–	﹤0.01%	1883
2019 Q1	$1K	Hold	37	–	–	﹤0.01%	1674
2018 Q4	$1K	Hold	37	–	–	﹤0.01%	1667
2018 Q3	$1K	Hold	37	–	–	﹤0.01%	1569
2018 Q2	$1K	Hold	37	–	–	﹤0.01%	1569
2018 Q1	$1K	Hold	37	–	–	﹤0.01%	1582
2017 Q4	$1K	Buy	+37	New	+$983	﹤0.01%	1556

Other funds holding IBDD

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Benjamin F. Edwards & Company's IBDD Position: Q3 2019 in Review

Benjamin F. Edwards & Company sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2019, closing a stake of 37 shares — an estimated $1K sold.

Benjamin F. Edwards & Company first reported a position in IBDD in Q4 2017 and held it in 7 quarters. The position peaked at $1K in Q2 2019. 22 funds tracked by Wall St. Rank hold IBDD as of Q3 2019.

Benjamin F. Edwards & Company reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Benjamin F. Edwards & Company sold 37 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2019, an estimated $1K.
Benjamin F. Edwards & Company first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2017 and held it in 7 quarters.
Benjamin F. Edwards & Company's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $1K in Q2 2019.
22 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2019.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2019, filed 5 Nov 2019.