FHA
IBDB

Flagship Harbor Advisors’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Flagship Harbor Advisors’s Portfolio IBDB Stock Details IBDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Hold
0
– – – 310
2017
Q2 		– Sell
-8,328
Closed -$213K – 313
2017
Q1 		$213K Buy
8,328
+6
+0.1% +$154 0.08% 284
2016
Q4 		$213K Buy
+8,322
New +$214K 0.09% 260

Other funds holding IBDB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Flagship Harbor Advisors's IBDB Position: Q3 2017 in Review

Flagship Harbor Advisors held its iShares iBonds Mar 2018 Term Corporate ETF (IBDB) position steady in Q3 2017 at 0 shares worth $213K. The position accounts for 0.07% of the portfolio, ranked #310.

Flagship Harbor Advisors first reported a position in IBDB in Q4 2016 and has held it in 2 quarters since. The position peaked at $213K in Q1 2017. 30 funds tracked by Wall St. Rank hold IBDB as of Q3 2017.

  • Flagship Harbor Advisors held 0 shares of iShares iBonds Mar 2018 Term Corporate ETF worth $213K as of Q3 2017.
  • Flagship Harbor Advisors left its iShares iBonds Mar 2018 Term Corporate ETF share count unchanged in Q3 2017.
  • iShares iBonds Mar 2018 Term Corporate ETF made up 0.07% of Flagship Harbor Advisors's portfolio in Q3 2017, its #310 holding.
  • Flagship Harbor Advisors first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q4 2016 and has held it in 2 quarters since.
  • Flagship Harbor Advisors's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $213K in Q1 2017.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q3 2017.

Based on Flagship Harbor Advisors's 13F filing for Q3 2017, filed 23 Oct 2017.