BC
IBDM

Burney Company’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Burney Company’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-10,186
Closed -$249K – 462
2018
Q1 		$249K Hold
10,186
– – 0.02% 365
2017
Q4 		$253K Buy
10,186
+1,820
+22% +$45.3K 0.01% 376
2017
Q3 		$210K Buy
+8,366
New +$210K 0.01% 382

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Burney Company's IBDM Position: Q2 2018 in Review

Burney Company sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2018, closing a stake of 10,186 shares — an estimated $249K sold.

Burney Company first reported a position in IBDM in Q3 2017 and held it in 3 quarters. The position peaked at $253K in Q4 2017. 105 funds tracked by Wall St. Rank hold IBDM as of Q2 2018.

  • Burney Company reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • Burney Company sold 10,186 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2018, an estimated $249K.
  • Burney Company first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2017 and held it in 3 quarters.
  • Burney Company's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $253K in Q4 2017.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2018.

Based on Burney Company's 13F filing for Q2 2018, filed 13 Aug 2018.