CF
IBCD

Centaurus Financial’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Centaurus Financial’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,011
Closed -$173K – 619
2019
Q2 		$173K Buy
7,011
+6,804
+3,287% +$167K 0.03% 456
2019
Q1 		$8.43K Buy
207
+91
+78% +$2.23K 0.05% 285
2018
Q4 		$5 Buy
116
+111
+2,220% +$2.71K 0.04% 297
2018
Q3 		$117 Buy
+5
New +$122 0.02% 486

Other funds holding IBCD

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Centaurus Financial's IBCD Position: Q3 2019 in Review

Centaurus Financial sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q3 2019, closing a stake of 7,011 shares — an estimated $173K sold.

Centaurus Financial first reported a position in IBCD in Q3 2018 and held it in 4 quarters. The position peaked at $173K in Q2 2019. 18 funds tracked by Wall St. Rank hold IBCD as of Q3 2019.

  • Centaurus Financial reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q3 2019 after selling out during the quarter.
  • Centaurus Financial sold 7,011 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q3 2019, an estimated $173K.
  • Centaurus Financial first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q3 2018 and held it in 4 quarters.
  • Centaurus Financial's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $173K in Q2 2019.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q3 2019.

Based on Centaurus Financial's 13F filing for Q3 2019, filed 12 Nov 2019.