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

Flagship Harbor 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
2020 Q4	–	Sell	-3,175	Closed	-$81K	–	2024
2020 Q3	$81K	Hold	3,175	–	–	0.01%	715
2020 Q2	$81K	Hold	3,175	–	–	0.01%	712
2020 Q1	$79K	Hold	3,175	–	–	0.02%	628
2019 Q4	$80K	Hold	3,175	–	–	0.01%	683
2019 Q3	$80K	Hold	3,175	–	–	0.02%	649
2019 Q2	$80K	Buy	3,175 +1,600	+102%	+$39.9K	0.02%	627
2019 Q1	$39K	Buy	+1,575	New	+$38.7K	0.01%	833

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Flagship Harbor Advisors's IBDN Position: Q4 2020 in Review

Flagship Harbor Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2020, closing a stake of 3,175 shares — an estimated $81K sold.

Flagship Harbor Advisors first reported a position in IBDN in Q1 2019 and held it in 7 quarters. The position peaked at $81K in Q3 2020. 204 funds tracked by Wall St. Rank hold IBDN as of Q4 2020.

Flagship Harbor Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2020 after selling out during the quarter.
Flagship Harbor Advisors sold 3,175 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2020, an estimated $81K.
Flagship Harbor Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2019 and held it in 7 quarters.
Flagship Harbor Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $81K in Q3 2020.
204 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2020.

Based on Flagship Harbor Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.