Commonwealth Equity Services
IBDC

Commonwealth Equity Services’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Commonwealth Equity Services’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-88,838
Closed -$2.31M – 3022
2019
Q4 		$2.31M Buy
88,838
+44
+0% +$1.15K 0.01% 954
2019
Q3 		$2.32M Sell
88,794
-2,009
-2% -$52.4K 0.01% 904
2019
Q2 		$2.37M Buy
90,803
+1,947
+2% +$50.7K 0.01% 886
2019
Q1 		$2.32M Sell
88,856
-24
-0% -$624 0.01% 864
2018
Q4 		$2.31M Sell
88,880
-16,726
-16% -$433K 0.01% 785
2018
Q3 		$2.74M Buy
105,606
+5,776
+6% +$150K 0.01% 778
2018
Q2 		$2.58M Buy
99,830
+12,673
+15% +$328K 0.01% 768
2018
Q1 		$2.26M Buy
87,157
+1,425
+2% +$37K 0.01% 803
2017
Q4 		$2.24M Buy
85,732
+7,772
+10% +$203K 0.01% 793
2017
Q3 		$2.05M Buy
77,960
+30,796
+65% +$809K 0.01% 796
2017
Q2 		$1.24M Buy
47,164
+9,921
+27% +$260K 0.01% 1035
2017
Q1 		$975K Buy
37,243
+4,271
+13% +$112K 0.01% 1131
2016
Q4 		$861K Buy
32,972
+3,383
+11% +$88.7K 0.01% 1104
2016
Q3 		$784K Buy
+29,589
New +$785K 0.01% 1128

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Commonwealth Equity Services's IBDC Position: Q1 2020 in Review

Commonwealth Equity Services sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 88,838 shares — an estimated $2.31M sold.

Commonwealth Equity Services first reported a position in IBDC in Q3 2016 and held it in 14 quarters. The position peaked at $2.74M in Q3 2018. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • Commonwealth Equity Services reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Commonwealth Equity Services sold 88,838 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $2.31M.
  • Commonwealth Equity Services first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q3 2016 and held it in 14 quarters.
  • Commonwealth Equity Services's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $2.74M in Q3 2018.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Commonwealth Equity Services's 13F filing for Q1 2020, filed 11 May 2020.