B
IBCD

Bridgeworth’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Bridgeworth’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,052
Closed -$74K – 644
2018
Q2 		$74K Buy
+3,052
New +$74.3K 0.03% 227

Other funds holding IBCD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bridgeworth's IBCD Position: Q3 2018 in Review

Bridgeworth sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q3 2018, closing a stake of 3,052 shares — an estimated $74K sold.

Bridgeworth first reported a position in IBCD in Q2 2018 and held it in 1 quarter. The position peaked at $74K in Q2 2018. 19 funds tracked by Wall St. Rank hold IBCD as of Q3 2018.

  • Bridgeworth reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 3,052 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q3 2018, an estimated $74K.
  • Bridgeworth first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $74K in Q2 2018.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.