Butensky & Cohen Financial Security’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-64	Closed	-$2K	–	122
2017 Q2	$2K	Hold	64	–	–	﹤0.01%	129
2017 Q1	$2K	Hold	64	–	–	﹤0.01%	127
2016 Q4	$2K	Hold	64	–	–	﹤0.01%	124
2016 Q3	$2K	Hold	64	–	–	﹤0.01%	123
2016 Q2	$2K	Hold	64	–	–	﹤0.01%	118
2016 Q1	$2K	Buy	+64	New	+$1.66K	﹤0.01%	119

Other funds holding IBDD

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Butensky & Cohen Financial Security sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2017, closing a stake of 64 shares — an estimated $2K sold.

Butensky & Cohen Financial Security first reported a position in IBDD in Q1 2016 and held it in 6 quarters. The position peaked at $2K in Q2 2017. 25 funds tracked by Wall St. Rank hold IBDD as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 64 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2017, an estimated $2K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2016 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $2K in Q2 2017.
25 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2017.

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