FHA
IBCD

Flagship Harbor Advisors’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Flagship Harbor Advisors’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-825
Closed -$20K – 2051
2019
Q4 		$20K Hold
825
– – ﹤0.01% 1126
2019
Q3 		$20K Hold
825
– – ﹤0.01% 1095
2019
Q2 		$20K Hold
825
– – ﹤0.01% 1088
2019
Q1 		$20K Hold
825
– – ﹤0.01% 1090
2018
Q4 		$20K Hold
825
– – ﹤0.01% 1033
2018
Q3 		$20K Hold
825
– – ﹤0.01% 1125
2018
Q2 		$20K Buy
+825
New +$20.1K ﹤0.01% 1109

Other funds holding IBCD

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Flagship Harbor Advisors's IBCD Position: Q1 2020 in Review

Flagship Harbor Advisors sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2020, closing a stake of 825 shares — an estimated $20K sold.

Flagship Harbor Advisors first reported a position in IBCD in Q2 2018 and held it in 7 quarters. The position peaked at $20K in Q4 2019. 5 funds tracked by Wall St. Rank hold IBCD as of Q1 2020.

  • Flagship Harbor Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Flagship Harbor Advisors sold 825 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2020, an estimated $20K.
  • Flagship Harbor Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2018 and held it in 7 quarters.
  • Flagship Harbor Advisors's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $20K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2020.

Based on Flagship Harbor Advisors's 13F filing for Q1 2020, filed 12 May 2020.