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Bluefin Capital Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Bluefin Capital Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-8,400
Closed -$206K – 150
2017
Q3 		$207K Buy
+8,400
New +$207K 0.02% 323
2017
Q1 		– Hold
0
– – – 194

Other funds holding IBDR

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LWM
Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Bluefin Capital Management's IBDR Position: Q4 2017 in Review

Bluefin Capital Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q4 2017, closing a stake of 8,400 shares — an estimated $206K sold.

Bluefin Capital Management first reported a position in IBDR in Q3 2017 and held it in 1 quarter. The position peaked at $207K in Q3 2017. 28 funds tracked by Wall St. Rank hold IBDR as of Q4 2017.

  • Bluefin Capital Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Bluefin Capital Management sold 8,400 iShares iBonds Dec 2026 Term Corporate ETF shares in Q4 2017, an estimated $206K.
  • Bluefin Capital Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q3 2017 and held it in 1 quarter.
  • Bluefin Capital Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $207K in Q3 2017.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q4 2017.

Based on Bluefin Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.