Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-9,392	Closed	-$237K	–	318
2020 Q1	$237K	Buy	+9,392	New	+$237K	0.02%	255
2019 Q4	–	Hold	0	–	–	–	242
2019 Q3	–	Hold	0	–	–	–	225

Other funds holding IBDL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDL Position: Q2 2020 in Review

Forvis Mazars Wealth Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2020, closing a stake of 9,392 shares — an estimated $237K sold.

Forvis Mazars Wealth Advisors first reported a position in IBDL in Q1 2020 and held it in 1 quarter. The position peaked at $237K in Q1 2020. 166 funds tracked by Wall St. Rank hold IBDL as of Q2 2020.

Forvis Mazars Wealth Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 9,392 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2020, an estimated $237K.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $237K in Q1 2020.
166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2020.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2020, filed 15 Jul 2020.