DWM
IBDC

Doyle Wealth Management’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-304
Closed -$8K – 840
2019
Q2 		$8K Buy
+304
New +$7.92K ﹤0.01% 680

Other funds holding IBDC

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

Doyle Wealth Management's IBDC Position: Q3 2019 in Review

Doyle Wealth Management sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q3 2019, closing a stake of 304 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in IBDC in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 39 funds tracked by Wall St. Rank hold IBDC as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 304 iShares iBonds Mar 2020 Term Corporate ETF shares in Q3 2019, an estimated $8K.
  • Doyle Wealth Management first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $8K in Q2 2019.
  • 39 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.