Citigroup
IBDB

Citigroup’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Citigroup’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
2014
Q4 		– Sell
-80
Closed -$2K – 7473
2014
Q3 		$2K Buy
+80
New +$2.07K ﹤0.01% 6847

Other funds holding IBDB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $838M AUM 15.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Citigroup's IBDB Position: Q4 2014 in Review

Citigroup sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q4 2014, closing a stake of 80 shares — an estimated $2K sold.

Citigroup first reported a position in IBDB in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 15 funds tracked by Wall St. Rank hold IBDB as of Q4 2014.

  • Citigroup reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q4 2014 after selling out during the quarter.
  • Citigroup sold 80 iShares iBonds Mar 2018 Term Corporate ETF shares in Q4 2014, an estimated $2K.
  • Citigroup first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q3 2014 and held it in 1 quarter.
  • Citigroup's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $2K in Q3 2014.
  • 15 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q4 2014.

Based on Citigroup's 13F filing for Q4 2014, filed 17 Feb 2015.