BA
IBDK

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

Boston 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
-21,203
Closed -$526K – 677
2018
Q4 		$526K Sell
21,203
-1,548
-7% -$38.3K 0.03% 446
2018
Q3 		$564K Buy
22,751
+2,290
+11% +$56.8K 0.02% 466
2018
Q2 		$507K Buy
20,461
+496
+2% +$12.3K 0.01% 489
2018
Q1 		$495K Sell
19,965
-896
-4% -$22.2K 0.01% 498
2017
Q4 		$519K Sell
20,861
-1,059
-5% -$26.4K 0.01% 488
2017
Q3 		$549K Sell
21,920
-842
-4% -$21.1K 0.01% 474
2017
Q2 		$570K Sell
22,762
-22,642
-50% -$565K 0.01% 460
2017
Q1 		$1.13M Buy
45,404
+7,637
+20% +$191K 0.03% 344
2016
Q4 		$940K Sell
37,767
-7,367
-16% -$184K 0.02% 367
2016
Q3 		$1.13M Sell
45,134
-14,168
-24% -$357K 0.03% 341
2016
Q2 		$1.5M Buy
59,302
+46,500
+363% +$1.17M 0.04% 295
2016
Q1 		$321K Buy
+12,802
New +$317K 0.01% 566

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

Boston Advisors's IBDK Position: Q1 2019 in Review

Boston Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q1 2019, closing a stake of 21,203 shares — an estimated $526K sold.

Boston Advisors first reported a position in IBDK in Q1 2016 and held it in 12 quarters. The position peaked at $1.5M in Q2 2016. 125 funds tracked by Wall St. Rank hold IBDK as of Q1 2019.

  • Boston Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
  • Boston Advisors sold 21,203 iShares iBonds Dec 2019 Term Corporate ETF shares in Q1 2019, an estimated $526K.
  • Boston Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2016 and held it in 12 quarters.
  • Boston Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.5M in Q2 2016.
  • 125 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q1 2019.

Based on Boston Advisors's 13F filing for Q1 2019, filed 23 Apr 2019.