BCM
IBDO

Bluefin Capital Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Bluefin Capital Management’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-19,119
Closed -$489K – 708
2019
Q4 		$489K Buy
+19,119
New +$489K 0.03% 313
2017
Q4 		– Hold
0
– – – 257
2017
Q2 		– Hold
0
– – – 150
2017
Q1 		– Hold
0
– – – 172

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Bluefin Capital Management's IBDO Position: Q1 2020 in Review

Bluefin Capital Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2020, closing a stake of 19,119 shares — an estimated $489K sold.

Bluefin Capital Management first reported a position in IBDO in Q4 2019 and held it in 1 quarter. The position peaked at $489K in Q4 2019. 160 funds tracked by Wall St. Rank hold IBDO as of Q1 2020.

  • Bluefin Capital Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Bluefin Capital Management sold 19,119 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2020, an estimated $489K.
  • Bluefin Capital Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
  • Bluefin Capital Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $489K in Q4 2019.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2020.

Based on Bluefin Capital Management's 13F filing for Q1 2020, filed 15 May 2020.