Bessemer Group
IBDL

Bessemer Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Bessemer Group’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,361
Closed -$34K – 1889
2019
Q1 		$34K Buy
+1,361
New +$34.2K ﹤0.01% 1345

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Bessemer Group's IBDL Position: Q2 2019 in Review

Bessemer Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2019, closing a stake of 1,361 shares — an estimated $34K sold.

Bessemer Group first reported a position in IBDL in Q1 2019 and held it in 1 quarter. The position peaked at $34K in Q1 2019. 139 funds tracked by Wall St. Rank hold IBDL as of Q2 2019.

  • Bessemer Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • Bessemer Group sold 1,361 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2019, an estimated $34K.
  • Bessemer Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 1 quarter.
  • Bessemer Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $34K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2019.

Based on Bessemer Group's 13F filing for Q2 2019, filed 19 Jul 2019.