BCA
IBDK

Biltmore Capital Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Biltmore Capital Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-140,036
Closed -$558K – 90
2018
Q4 		$558K Buy
+140,036
New +$3.47M 0.6% 30

Other funds holding IBDK

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Biltmore Capital Advisors's IBDK Position: Q1 2019 in Review

Biltmore Capital Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q1 2019, closing a stake of 140,036 shares — an estimated $558K sold.

Biltmore Capital Advisors first reported a position in IBDK in Q4 2018 and held it in 1 quarter. The position peaked at $558K in Q4 2018. 125 funds tracked by Wall St. Rank hold IBDK as of Q1 2019.

  • Biltmore Capital Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Biltmore Capital Advisors sold 140,036 iShares iBonds Dec 2019 Term Corporate ETF shares in Q1 2019, an estimated $558K.
  • Biltmore Capital Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2018 and held it in 1 quarter.
  • Biltmore Capital Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $558K in Q4 2018.
  • 125 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q1 2019.

Based on Biltmore Capital Advisors's 13F filing for Q1 2019, filed 9 May 2019.