Butensky & Cohen Financial Security’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-279	Closed	-$7K	–	125
2017 Q2	$7K	Hold	279	–	–	0.01%	107
2017 Q1	$7K	Buy	279 +75	+37%	+$1.96K	0.01%	107
2016 Q4	$5K	Hold	204	–	–	﹤0.01%	110
2016 Q3	$5K	Buy	+204	New	+$5.41K	﹤0.01%	110

Other funds holding IBDC

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

HJA

Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Butensky & Cohen Financial Security sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q3 2017, closing a stake of 279 shares — an estimated $7K sold.

Butensky & Cohen Financial Security first reported a position in IBDC in Q3 2016 and held it in 4 quarters. The position peaked at $7K in Q2 2017. 25 funds tracked by Wall St. Rank hold IBDC as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 279 iShares iBonds Mar 2020 Term Corporate ETF shares in Q3 2017, an estimated $7K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q3 2016 and held it in 4 quarters.
Butensky & Cohen Financial Security's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $7K in Q2 2017.
25 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q3 2017.

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