CFS
IBDB

Community Financial System’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Community Financial System’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
Q3 		$23K Hold
900
– – 0.01% 278
2014
Q2 		$23K Hold
900
– – 0.01% 278
2014
Q1 		$23K Buy
+900
New +$23.1K 0.01% 285

Other funds holding IBDB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PIM
Parasol Investment Management Westmont, Illinois $61M AUM 12.08% 1-Year Est. Return

Community Financial System's IBDB Position: Q3 2014 in Review

Community Financial System held its iShares iBonds Mar 2018 Term Corporate ETF (IBDB) position steady in Q3 2014 at 900 shares worth $23K. The position accounts for 0.01% of the portfolio, ranked #278.

Community Financial System first reported a position in IBDB in Q1 2014 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold IBDB as of Q3 2014.

  • Community Financial System held 900 shares of iShares iBonds Mar 2018 Term Corporate ETF worth $23K as of Q3 2014.
  • Community Financial System left its iShares iBonds Mar 2018 Term Corporate ETF share count unchanged in Q3 2014.
  • iShares iBonds Mar 2018 Term Corporate ETF made up 0.01% of Community Financial System's portfolio in Q3 2014, its #278 holding.
  • Community Financial System first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q1 2014 and has held it in 3 quarters since.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q3 2014.

Based on Community Financial System's 13F filing for Q3 2014, filed 8 Oct 2014.