Commonwealth Equity Services
IBDB

Commonwealth Equity Services’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Commonwealth Equity Services’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
2018
Q1 		– Sell
-10,710
Closed -$274K – 2828
2017
Q4 		$274K Buy
10,710
+11
+0.1% +$281 ﹤0.01% 2109
2017
Q3 		$274K Buy
10,699
+9
+0.1% +$230 ﹤0.01% 2043
2017
Q2 		$274K Buy
10,690
+2,264
+27% +$58K ﹤0.01% 1984
2017
Q1 		$216K Buy
+8,426
New +$216K ﹤0.01% 2096

Other funds holding IBDB

CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Commonwealth Equity Services's IBDB Position: Q1 2018 in Review

Commonwealth Equity Services sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 10,710 shares — an estimated $274K sold.

Commonwealth Equity Services first reported a position in IBDB in Q1 2017 and held it in 4 quarters. The position peaked at $274K in Q4 2017. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

  • Commonwealth Equity Services reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • Commonwealth Equity Services sold 10,710 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $274K.
  • Commonwealth Equity Services first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q1 2017 and held it in 4 quarters.
  • Commonwealth Equity Services's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $274K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on Commonwealth Equity Services's 13F filing for Q1 2018, filed 14 May 2018.