CAPTRUST Financial Advisors
IBDB

CAPTRUST Financial Advisors’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

CAPTRUST Financial Advisors’s Portfolio IBDB Stock Details IBDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-235
Closed -$6K – 1425
2017
Q4 		$6K Hold
235
– – ﹤0.01% 1112
2017
Q3 		$6K Buy
+235
New +$6.02K ﹤0.01% 481

Other funds holding IBDB

CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

CAPTRUST Financial Advisors's IBDB Position: Q1 2018 in Review

CAPTRUST Financial Advisors sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 235 shares — an estimated $6K sold.

CAPTRUST Financial Advisors first reported a position in IBDB in Q3 2017 and held it in 2 quarters. The position peaked at $6K in Q4 2017. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

  • CAPTRUST Financial Advisors reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 235 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $6K.
  • CAPTRUST Financial Advisors first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q3 2017 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $6K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2018, filed 15 May 2018.