FAIM
IBDC

Financial Advocates Investment Management’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Financial Advocates Investment Management’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-18,098
Closed -$471K – 563
2019
Q4 		$471K Hold
18,098
– – 0.05% 321
2019
Q3 		$473K Hold
18,098
– – 0.05% 297
2019
Q2 		$473K Hold
18,098
– – 0.05% 302
2019
Q1 		$472K Buy
+18,098
New +$471K 0.06% 283

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Financial Advocates Investment Management's IBDC Position: Q1 2020 in Review

Financial Advocates Investment Management sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 18,098 shares — an estimated $471K sold.

Financial Advocates Investment Management first reported a position in IBDC in Q1 2019 and held it in 4 quarters. The position peaked at $473K in Q3 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • Financial Advocates Investment Management reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Advocates Investment Management sold 18,098 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $471K.
  • Financial Advocates Investment Management first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q1 2019 and held it in 4 quarters.
  • Financial Advocates Investment Management's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $473K in Q3 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Financial Advocates Investment Management's 13F filing for Q1 2020, filed 29 Apr 2020.