Butensky & Cohen Financial Security’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,529	Closed	-$38K	–	120
2017 Q2	$38K	Buy	1,529 +758	+98%	+$18.9K	0.03%	87
2017 Q1	$19K	Buy	771 +350	+83%	+$8.61K	0.02%	92
2016 Q4	$10K	Buy	421 +79	+23%	+$1.97K	0.01%	100
2016 Q3	$9K	Buy	342 +80	+31%	+$2.05K	0.01%	100
2016 Q2	$7K	Buy	262 +137	+110%	+$3.44K	0.01%	93
2016 Q1	$3K	Buy	+125	New	+$3.02K	﹤0.01%	109

Other funds holding IBDP

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

CIA

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

UCFA

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

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

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2024 Term Corporate ETF (IBDP) in Q3 2017, closing a stake of 1,529 shares — an estimated $38K sold.

Butensky & Cohen Financial Security first reported a position in IBDP in Q1 2016 and held it in 6 quarters. The position peaked at $38K in Q2 2017. 34 funds tracked by Wall St. Rank hold IBDP as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2024 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 1,529 iShares iBonds Dec 2024 Term Corporate ETF shares in Q3 2017, an estimated $38K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2024 Term Corporate ETF in Q1 2016 and held it in 6 quarters.
Butensky & Cohen Financial Security's iShares iBonds Dec 2024 Term Corporate ETF position peaked at $38K in Q2 2017.
34 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Corporate ETF as of Q3 2017.

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