Certified Advisory Corp’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-9,848	Closed	-$241K	–	858
2019 Q1	$241K	Hold	9,848	–	–	0.1%	149
2018 Q4	$240K	Hold	9,848	–	–	0.12%	132
2018 Q3	$241K	Hold	9,848	–	–	0.11%	141
2018 Q2	$239K	Hold	9,848	–	–	0.13%	128
2018 Q1	$240K	Buy	+9,848	New	+$240K	0.14%	128

Other funds holding IBCD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Certified Advisory Corp's IBCD Position: Q2 2019 in Review

Certified Advisory Corp sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q2 2019, closing a stake of 9,848 shares — an estimated $241K sold.

Certified Advisory Corp first reported a position in IBCD in Q1 2018 and held it in 5 quarters. The position peaked at $241K in Q1 2019. 22 funds tracked by Wall St. Rank hold IBCD as of Q2 2019.

Certified Advisory Corp reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q2 2019 after selling out during the quarter.
Certified Advisory Corp sold 9,848 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q2 2019, an estimated $241K.
Certified Advisory Corp first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q1 2018 and held it in 5 quarters.
Certified Advisory Corp's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $241K in Q1 2019.
22 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q2 2019.

Based on Certified Advisory Corp's 13F filing for Q2 2019, filed 7 Aug 2019.