B
IBDN

Bridgeworth’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Bridgeworth’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,635
Closed -$64K – 650
2018
Q2 		$64K Buy
+2,635
New +$64.1K 0.03% 253

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bridgeworth's IBDN Position: Q3 2018 in Review

Bridgeworth sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2018, closing a stake of 2,635 shares — an estimated $64K sold.

Bridgeworth first reported a position in IBDN in Q2 2018 and held it in 1 quarter. The position peaked at $64K in Q2 2018. 93 funds tracked by Wall St. Rank hold IBDN as of Q3 2018.

  • Bridgeworth reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • Bridgeworth sold 2,635 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2018, an estimated $64K.
  • Bridgeworth first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2018 and held it in 1 quarter.
  • Bridgeworth's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $64K in Q2 2018.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2018.

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