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IBDM

Cedar Hill Associates’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Cedar Hill Associates’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$842K Hold
34,600
– – 0.32% 64
2018
Q3 		$842K Buy
34,600
+10,000
+41% +$244K 0.19% 73
2018
Q2 		$600K Buy
+24,600
New +$599K 0.12% 93

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cedar Hill Associates's IBDM Position: Q4 2018 in Review

Cedar Hill Associates held its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) position steady in Q4 2018 at 34,600 shares worth $842K. The position accounts for 0.32% of the portfolio, ranked #64.

Cedar Hill Associates first reported a position in IBDM in Q2 2018 and has held it in 3 quarters since. 131 funds tracked by Wall St. Rank hold IBDM as of Q4 2018.

  • Cedar Hill Associates held 34,600 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $842K as of Q4 2018.
  • Cedar Hill Associates left its iShares iBonds Dec 2021 Term Corporate ETF share count unchanged in Q4 2018.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.32% of Cedar Hill Associates's portfolio in Q4 2018, its #64 holding.
  • Cedar Hill Associates first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2018 and has held it in 3 quarters since.
  • 131 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2018.

Based on Cedar Hill Associates's 13F filing for Q4 2018, filed 13 Feb 2019.