Butensky & Cohen Financial Security’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,602	Closed	-$40K	–	132
2017 Q2	$40K	Buy	1,602 +776	+94%	+$19.5K	0.04%	86
2017 Q1	$21K	Buy	826 +360	+77%	+$8.93K	0.02%	89
2016 Q4	$12K	Buy	466 +158	+51%	+$3.96K	0.01%	95
2016 Q3	$8K	Buy	308 +190	+161%	+$4.86K	0.01%	102
2016 Q2	$3K	Buy	+118	New	+$2.97K	﹤0.01%	112

Other funds holding IBDN

CAI

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UCFA

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

CIM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2017, closing a stake of 1,602 shares — an estimated $40K sold.

Butensky & Cohen Financial Security first reported a position in IBDN in Q2 2016 and held it in 5 quarters. The position peaked at $40K in Q2 2017. 54 funds tracked by Wall St. Rank hold IBDN as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 1,602 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2017, an estimated $40K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2016 and held it in 5 quarters.
Butensky & Cohen Financial Security's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $40K in Q2 2017.
54 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2017.

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