FHA
IBDN

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 – 2026
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $11.9B AUM 17.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return