Citigroup
IBCC

Citigroup’s iShares iBonds Mar 2018 Term Corporate ex-Financials ETF IBCC Stock Holding History

Citigroup’s Portfolio IBCC Stock Details IBCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-28
Closed -$1K – 8076
2015
Q3 		$1K Buy
+28
New +$695 ﹤0.01% 7282
2014
Q4 		– Sell
-744
Closed -$18K – 7474
2014
Q3 		$18K Buy
+744
New +$18.4K ﹤0.01% 5974

Other funds holding IBCC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Citigroup's IBCC Position: Q4 2015 in Review

Citigroup sold out of iShares iBonds Mar 2018 Term Corporate ex-Financials ETF (IBCC) in Q4 2015, closing a stake of 28 shares — an estimated $1K sold.

Citigroup first reported a position in IBCC in Q3 2014 and held it in 2 quarters. The position peaked at $18K in Q3 2014. 15 funds tracked by Wall St. Rank hold IBCC as of Q4 2015.

  • Citigroup reported no remaining iShares iBonds Mar 2018 Term Corporate ex-Financials ETF position as of Q4 2015 after selling out during the quarter.
  • Citigroup sold 28 iShares iBonds Mar 2018 Term Corporate ex-Financials ETF shares in Q4 2015, an estimated $1K.
  • Citigroup first reported a position in iShares iBonds Mar 2018 Term Corporate ex-Financials ETF in Q3 2014 and held it in 2 quarters.
  • Citigroup's iShares iBonds Mar 2018 Term Corporate ex-Financials ETF position peaked at $18K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ex-Financials ETF as of Q4 2015.

Based on Citigroup's 13F filing for Q4 2015, filed 12 Feb 2016.