Boston Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Boston Advisors’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
2019 Q3	$537K	Buy	20,970 +985	+5%	+$25.1K	0.03%	451
2019 Q2	$508K	Buy	19,985 +1,029	+5%	+$25.8K	0.03%	478
2019 Q1	$474K	Buy	18,956 +4,320	+30%	+$106K	0.02%	479
2018 Q4	$354K	Sell	14,636 -1,122	-7%	-$27K	0.02%	507
2018 Q3	$383K	Buy	15,758 +657	+4%	+$16K	0.02%	520
2018 Q2	$367K	Buy	15,101 +512	+4%	+$12.4K	0.01%	543
2018 Q1	$357K	Buy	14,589 +316	+2%	+$7.8K	0.01%	546
2017 Q4	$358K	Sell	14,273 -90	-0.6%	-$2.27K	0.01%	549
2017 Q3	$364K	Sell	14,363 -728	-5%	-$18.4K	0.01%	547
2017 Q2	$380K	Buy	15,091 +1,244	+9%	+$31.3K	0.01%	538
2017 Q1	$345K	Buy	13,847 +1,737	+14%	+$43.1K	0.01%	546
2016 Q4	$299K	Sell	12,110 -4,808	-28%	-$120K	0.01%	571
2016 Q3	$435K	Sell	16,918 -10,325	-38%	-$265K	0.01%	542
2016 Q2	$700K	Buy	+27,243	New	+$686K	0.02%	398

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Boston Advisors's IBDO Position: Q3 2019 in Review

Boston Advisors increased its iShares iBonds Dec 2023 Term Corporate ETF (IBDO) stake by 4.9% in Q3 2019, buying an estimated $25.1K and bringing the position to 20,970 shares worth $537K. The position accounts for 0.03% of the portfolio, ranked #451.

Boston Advisors first reported a position in IBDO in Q2 2016 and has held it in 14 quarters since. The position peaked at $700K in Q2 2016. 122 funds tracked by Wall St. Rank hold IBDO as of Q3 2019.

Boston Advisors held 20,970 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $537K as of Q3 2019.
Boston Advisors bought 985 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2019, an estimated $25.1K.
iShares iBonds Dec 2023 Term Corporate ETF made up 0.03% of Boston Advisors's portfolio in Q3 2019, its #451 holding.
Boston Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q2 2016 and has held it in 14 quarters since.
Boston Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $700K in Q2 2016.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2019.

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