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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-359	Closed	-$9K	–	135
2017 Q2	$9K	Buy	359 +50	+16%	+$1.26K	0.01%	103
2017 Q1	$8K	Hold	309	–	–	0.01%	104
2016 Q4	$8K	Hold	309	–	–	0.01%	103
2016 Q3	$8K	Buy	309 +100	+48%	+$2.53K	0.01%	103
2016 Q2	$5K	Buy	209 +129	+161%	+$3.26K	﹤0.01%	100
2016 Q1	$2K	Buy	+80	New	+$2.01K	﹤0.01%	122

Other funds holding IBDH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

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

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q3 2017, closing a stake of 359 shares — an estimated $9K sold.

Butensky & Cohen Financial Security first reported a position in IBDH in Q1 2016 and held it in 6 quarters. The position peaked at $9K in Q2 2017. 59 funds tracked by Wall St. Rank hold IBDH as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 359 iShares iBonds Dec 2018 Term Corporate ETF shares in Q3 2017, an estimated $9K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2016 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $9K in Q2 2017.
59 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q3 2017.

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