Butensky & Cohen Financial Security’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Butensky & Cohen Financial Security’s Portfolio IBDB Stock Details IBDB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-420	Closed	-$11K	–	128
2017 Q2	$11K	Sell	420 -52	-11%	-$1.33K	0.01%	101
2017 Q1	$12K	Hold	472	–	–	0.01%	100
2016 Q4	$12K	Hold	472	–	–	0.01%	94
2016 Q3	$12K	Sell	472 -40	-8%	-$1.03K	0.01%	91
2016 Q2	$13K	Buy	512 +112	+28%	+$2.88K	0.01%	85
2016 Q1	$10K	Buy	400 +372	+1,329%	+$9.53K	0.01%	98
2015 Q4	$1K	Buy	+28	New	+$718	﹤0.01%	189

Other funds holding IBDB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CCM

Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Butensky & Cohen Financial Security's IBDB Position: Q3 2017 in Review

Butensky & Cohen Financial Security sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q3 2017, closing a stake of 420 shares — an estimated $11K sold.

Butensky & Cohen Financial Security first reported a position in IBDB in Q4 2015 and held it in 7 quarters. The position peaked at $13K in Q2 2016. 30 funds tracked by Wall St. Rank hold IBDB as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 420 iShares iBonds Mar 2018 Term Corporate ETF shares in Q3 2017, an estimated $11K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q4 2015 and held it in 7 quarters.
Butensky & Cohen Financial Security's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $13K in Q2 2016.
30 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q3 2017.

Based on Butensky & Cohen Financial Security's 13F filing for Q3 2017, filed 20 Oct 2017.