Butensky & Cohen Financial Security’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,489	Closed	-$36K	–	93
2017 Q2	$36K	Buy	1,489 +926	+164%	+$22.6K	0.03%	88
2017 Q1	$14K	Buy	563 +390	+225%	+$9.35K	0.01%	96
2016 Q4	$4K	Buy	+173	New	+$4.21K	﹤0.01%	112

Other funds holding IBDR

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

LWM

Lenox Wealth Management Cincinnati, Ohio $327M AUM 5.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Butensky & Cohen Financial Security sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2017, closing a stake of 1,489 shares — an estimated $36K sold.

Butensky & Cohen Financial Security first reported a position in IBDR in Q4 2016 and held it in 3 quarters. The position peaked at $36K in Q2 2017. 23 funds tracked by Wall St. Rank hold IBDR as of Q3 2017.

Butensky & Cohen Financial Security reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
Butensky & Cohen Financial Security sold 1,489 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2017, an estimated $36K.
Butensky & Cohen Financial Security first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2016 and held it in 3 quarters.
Butensky & Cohen Financial Security's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $36K in Q2 2017.
23 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2017.

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