BCFS
IBDO

Butensky & Cohen Financial Security’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Butensky & Cohen Financial Security’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,189
Closed -$30K – 121
2017
Q2 		$30K Buy
1,189
+556
+88% +$14K 0.03% 89
2017
Q1 		$16K Buy
633
+385
+155% +$9.55K 0.01% 94
2016
Q4 		$6K Buy
248
+60
+32% +$1.5K 0.01% 107
2016
Q3 		$5K Buy
188
+160
+571% +$4.11K ﹤0.01% 109
2016
Q2 		$1K Hold
28
– – ﹤0.01% 121
2016
Q1 		$1K Buy
+28
New +$682 ﹤0.01% 123

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
HighTower Advisors
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
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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
MGIA
Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2017, closing a stake of 1,189 shares — an estimated $30K sold.

Butensky & Cohen Financial Security first reported a position in IBDO in Q1 2016 and held it in 6 quarters. The position peaked at $30K in Q2 2017. 37 funds tracked by Wall St. Rank hold IBDO as of Q3 2017.

  • Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Butensky & Cohen Financial Security sold 1,189 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2017, an estimated $30K.
  • Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q1 2016 and held it in 6 quarters.
  • Butensky & Cohen Financial Security's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $30K in Q2 2017.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2017.

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