Butensky & Cohen Financial Security’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,706	Closed	-$43K	–	133
2017 Q2	$43K	Buy	1,706 +816	+92%	+$20.4K	0.04%	85
2017 Q1	$22K	Buy	890 +285	+47%	+$7.05K	0.02%	87
2016 Q4	$15K	Buy	605 +115	+23%	+$2.87K	0.01%	90
2016 Q3	$12K	Buy	490 +195	+66%	+$4.94K	0.01%	92
2016 Q2	$7K	Buy	295 +90	+44%	+$2.26K	0.01%	94
2016 Q1	$5K	Buy	+205	New	+$5.02K	﹤0.01%	103

Other funds holding IBDM

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

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

CIM

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

BTS

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

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

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2017, closing a stake of 1,706 shares — an estimated $43K sold.

Butensky & Cohen Financial Security first reported a position in IBDM in Q1 2016 and held it in 6 quarters. The position peaked at $43K in Q2 2017. 67 funds tracked by Wall St. Rank hold IBDM as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 1,706 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2017, an estimated $43K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2016 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $43K in Q2 2017.
67 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2017.

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