Butensky & Cohen Financial Security’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,149	Closed	-$29K	–	134
2017 Q2	$29K	Buy	1,149 +130	+13%	+$3.25K	0.03%	90
2017 Q1	$25K	Buy	1,019 +324	+47%	+$8.08K	0.02%	86
2016 Q4	$17K	Buy	695 +42	+6%	+$1.05K	0.02%	89
2016 Q3	$16K	Buy	653 +405	+163%	+$10.2K	0.02%	85
2016 Q2	$6K	Buy	248 +168	+210%	+$4.22K	0.01%	96
2016 Q1	$2K	Buy	+80	New	+$1.98K	﹤0.01%	121

Other funds holding IBDK

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

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

UCFA

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

FFA

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

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

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2017, closing a stake of 1,149 shares — an estimated $29K sold.

Butensky & Cohen Financial Security first reported a position in IBDK in Q1 2016 and held it in 6 quarters. The position peaked at $29K in Q2 2017. 67 funds tracked by Wall St. Rank hold IBDK as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 1,149 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2017, an estimated $29K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2016 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $29K in Q2 2017.
67 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2017.

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