FA
IBDN

FDx Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

FDx Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-21,925
Closed -$537K – 1196
2018
Q1 		$537K Buy
21,925
+6,210
+40% +$153K 0.02% 721
2017
Q4 		$393K Buy
+15,715
New +$394K 0.01% 900

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FDx Advisors's IBDN Position: Q2 2018 in Review

FDx Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2018, closing a stake of 21,925 shares — an estimated $537K sold.

FDx Advisors first reported a position in IBDN in Q4 2017 and held it in 2 quarters. The position peaked at $537K in Q1 2018. 89 funds tracked by Wall St. Rank hold IBDN as of Q2 2018.

  • FDx Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • FDx Advisors sold 21,925 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2018, an estimated $537K.
  • FDx Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2017 and held it in 2 quarters.
  • FDx Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $537K in Q1 2018.
  • 89 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2018.

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