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Boston Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Boston Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$370K Buy
14,259
+610
+4% +$15.7K 0.02% 492
2019
Q2 		$348K Buy
13,649
+604
+5% +$14.9K 0.02% 538
2019
Q1 		$320K Buy
+13,045
New +$312K 0.02% 543

Other funds holding IBDS

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

Boston Advisors's IBDS Position: Q3 2019 in Review

Boston Advisors increased its iShares iBonds Dec 2027 Term Corporate ETF (IBDS) stake by 4.5% in Q3 2019, buying an estimated $15.7K and bringing the position to 14,259 shares worth $370K. The position accounts for 0.02% of the portfolio, ranked #492.

Boston Advisors first reported a position in IBDS in Q1 2019 and has held it in 3 quarters since. 49 funds tracked by Wall St. Rank hold IBDS as of Q3 2019.

  • Boston Advisors held 14,259 shares of iShares iBonds Dec 2027 Term Corporate ETF worth $370K as of Q3 2019.
  • Boston Advisors bought 610 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2019, an estimated $15.7K.
  • iShares iBonds Dec 2027 Term Corporate ETF made up 0.02% of Boston Advisors's portfolio in Q3 2019, its #492 holding.
  • Boston Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2019 and has held it in 3 quarters since.
  • 49 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2019.

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