BCFS
IBDL

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

Butensky & Cohen Financial Security’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,079
Closed -$53K – 124
2017
Q2 		$53K Buy
2,079
+904
+77% +$23K 0.05% 82
2017
Q1 		$30K Buy
1,175
+335
+40% +$8.49K 0.03% 84
2016
Q4 		$21K Buy
840
+455
+118% +$11.6K 0.02% 85
2016
Q3 		$10K Buy
385
+235
+157% +$6.07K 0.01% 98
2016
Q2 		$4K Buy
150
+25
+20% +$640 ﹤0.01% 105
2016
Q1 		$3K Buy
+125
New +$3.14K ﹤0.01% 110

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

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

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2017, closing a stake of 2,079 shares — an estimated $53K sold.

Butensky & Cohen Financial Security first reported a position in IBDL in Q1 2016 and held it in 6 quarters. The position peaked at $53K in Q2 2017. 63 funds tracked by Wall St. Rank hold IBDL as of Q3 2017.

  • Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 2,079 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2017, an estimated $53K.
  • Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2016 and held it in 6 quarters.
  • Butensky & Cohen Financial Security's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $53K in Q2 2017.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2017.

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