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IBDM

FDx Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

FDx Advisors’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-18,950
Closed -$464K – 1201
2018
Q1 		$464K Buy
18,950
+4,510
+31% +$111K 0.01% 802
2017
Q4 		$358K Buy
14,440
+2,900
+25% +$72.2K 0.01% 942
2017
Q3 		$289K Buy
+11,540
New +$289K 0.01% 1058

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

FDx Advisors's IBDM Position: Q2 2018 in Review

FDx Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2018, closing a stake of 18,950 shares — an estimated $464K sold.

FDx Advisors first reported a position in IBDM in Q3 2017 and held it in 3 quarters. The position peaked at $464K in Q1 2018. 105 funds tracked by Wall St. Rank hold IBDM as of Q2 2018.

  • FDx Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 18,950 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2018, an estimated $464K.
  • FDx Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2017 and held it in 3 quarters.
  • FDx Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $464K in Q1 2018.
  • 105 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.