BA
IBDM

Boston Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Boston Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$753K Buy
30,139
+1,889
+7% +$47.1K 0.04% 415
2019
Q2 		$704K Sell
28,250
-1,000
-3% -$24.7K 0.04% 424
2019
Q1 		$723K Sell
29,250
-271
-0.9% -$6.65K 0.04% 402
2018
Q4 		$719K Buy
29,521
+537
+2% +$13K 0.04% 393
2018
Q3 		$706K Buy
28,984
+2,850
+11% +$69.4K 0.03% 432
2018
Q2 		$637K Buy
26,134
+1,431
+6% +$34.9K 0.02% 455
2018
Q1 		$604K Sell
24,703
-1,069
-4% -$26.3K 0.02% 462
2017
Q4 		$639K Sell
25,772
-695
-3% -$17.3K 0.01% 455
2017
Q3 		$663K Sell
26,467
-1,052
-4% -$26.4K 0.02% 435
2017
Q2 		$688K Sell
27,519
-6,224
-18% -$155K 0.02% 430
2017
Q1 		$837K Buy
33,743
+6,966
+26% +$172K 0.02% 383
2016
Q4 		$661K Sell
26,777
-9,634
-26% -$240K 0.02% 421
2016
Q3 		$923K Sell
36,411
-8,327
-19% -$211K 0.02% 366
2016
Q2 		$1.14M Buy
44,738
+34,975
+358% +$877K 0.03% 331
2016
Q1 		$244K Buy
+9,763
New +$239K 0.01% 619

Other funds holding IBDM

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Boston Advisors's IBDM Position: Q3 2019 in Review

Boston Advisors increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 6.7% in Q3 2019, buying an estimated $47.1K and bringing the position to 30,139 shares worth $753K. The position accounts for 0.04% of the portfolio, ranked #415.

Boston Advisors first reported a position in IBDM in Q1 2016 and has held it in 15 quarters since. The position peaked at $1.14M in Q2 2016. 161 funds tracked by Wall St. Rank hold IBDM as of Q3 2019.

  • Boston Advisors held 30,139 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $753K as of Q3 2019.
  • Boston Advisors bought 1,889 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2019, an estimated $47.1K.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.04% of Boston Advisors's portfolio in Q3 2019, its #415 holding.
  • Boston Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2016 and has held it in 15 quarters since.
  • Boston Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.14M in Q2 2016.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.