EWM
IBDL

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

Executive 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
Q3 		– Sell
-201
Closed -$5K – 902
2019
Q2 		$5K Buy
201
+1
+0.5% +$25 ﹤0.01% 732
2019
Q1 		$5K Hold
200
– – ﹤0.01% 662
2018
Q4 		$5K Buy
+200
New +$4.99K ﹤0.01% 692

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Executive Wealth Management's IBDL Position: Q3 2019 in Review

Executive Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2019, closing a stake of 201 shares — an estimated $5K sold.

Executive Wealth Management first reported a position in IBDL in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 149 funds tracked by Wall St. Rank hold IBDL as of Q3 2019.

  • Executive Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 201 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2019, an estimated $5K.
  • Executive Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $5K in Q2 2019.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.