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Boston Advisors’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

Boston Advisors’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$560K Buy
20,173
+860
+4% +$23.6K 0.03% 447
2019
Q2 		$524K Buy
19,313
+893
+5% +$23.5K 0.03% 474
2019
Q1 		$481K Buy
+18,420
New +$469K 0.02% 474

Other funds holding IBDT

MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boston Advisors's IBDT Position: Q3 2019 in Review

Boston Advisors increased its iShares iBonds Dec 2028 Term Corporate ETF (IBDT) stake by 4.5% in Q3 2019, buying an estimated $23.6K and bringing the position to 20,173 shares worth $560K. The position accounts for 0.03% of the portfolio, ranked #447.

Boston Advisors first reported a position in IBDT in Q1 2019 and has held it in 3 quarters since. 36 funds tracked by Wall St. Rank hold IBDT as of Q3 2019.

  • Boston Advisors held 20,173 shares of iShares iBonds Dec 2028 Term Corporate ETF worth $560K as of Q3 2019.
  • Boston Advisors bought 860 iShares iBonds Dec 2028 Term Corporate ETF shares in Q3 2019, an estimated $23.6K.
  • iShares iBonds Dec 2028 Term Corporate ETF made up 0.03% of Boston Advisors's portfolio in Q3 2019, its #447 holding.
  • Boston Advisors first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2019 and has held it in 3 quarters since.
  • 36 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q3 2019.

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