DWM
IBDK

Doyle Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Doyle Wealth Management’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-318
Closed -$8K – 861
2019
Q2 		$8K Buy
+318
New +$7.9K ﹤0.01% 681

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

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

Doyle Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019, closing a stake of 318 shares — an estimated $8K sold.

Doyle Wealth Management first reported a position in IBDK in Q2 2019 and held it in 1 quarter. The position peaked at $8K in Q2 2019. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

  • Doyle Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 318 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $8K.
  • Doyle Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $8K in Q2 2019.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

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