CWM
IBDL

Cornerstone Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Cornerstone Wealth Management’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6,576
Closed -$228K – 526
2019
Q1 		$228K Buy
+6,576
New +$165K 0.03% 458

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Cornerstone Wealth Management's IBDL Position: Q2 2019 in Review

Cornerstone Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2019, closing a stake of 6,576 shares — an estimated $228K sold.

Cornerstone Wealth Management first reported a position in IBDL in Q1 2019 and held it in 1 quarter. The position peaked at $228K in Q1 2019. 139 funds tracked by Wall St. Rank hold IBDL as of Q2 2019.

  • Cornerstone Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Management sold 6,576 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2019, an estimated $228K.
  • Cornerstone Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 1 quarter.
  • Cornerstone Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $228K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2019.

Based on Cornerstone Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.