Demars Financial Group’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Demars Financial Group’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	-188,667	Closed	-$4.92M	–	56
2019 Q4	$4.92M	Buy	+188,667	New	+$4.92M	4.44%	5

Other funds holding IBDC

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

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

Demars Financial Group's IBDC Position: Q1 2020 in Review

Demars Financial Group sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 188,667 shares — an estimated $4.92M sold.

Demars Financial Group first reported a position in IBDC in Q4 2019 and held it in 1 quarter. The position peaked at $4.92M in Q4 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

Demars Financial Group reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Demars Financial Group sold 188,667 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $4.92M.
Demars Financial Group first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
Demars Financial Group's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $4.92M in Q4 2019.
6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Demars Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.