FTS
IBDH

Fifth Third Securities’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Fifth Third Securities’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-22,274
Closed -$561K – 116
2017
Q3 		$561K Sell
22,274
-19,920
-47% -$501K 0.22% 87
2017
Q2 		$1.06M Buy
42,194
+18
+0% +$453 0.41% 66
2017
Q1 		$1.06M Buy
+42,176
New +$1.06M 0.43% 63

Other funds holding IBDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fifth Third Securities's IBDH Position: Q4 2017 in Review

Fifth Third Securities sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2017, closing a stake of 22,274 shares — an estimated $561K sold.

Fifth Third Securities first reported a position in IBDH in Q1 2017 and held it in 3 quarters. The position peaked at $1.06M in Q2 2017. 65 funds tracked by Wall St. Rank hold IBDH as of Q4 2017.

  • Fifth Third Securities reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Fifth Third Securities sold 22,274 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2017, an estimated $561K.
  • Fifth Third Securities first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2017 and held it in 3 quarters.
  • Fifth Third Securities's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $1.06M in Q2 2017.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2017.

Based on Fifth Third Securities's 13F filing for Q4 2017, filed 15 May 2019.