GWA
IBDB

Genesis Wealth Advisors’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Genesis Wealth 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
2015
Q2 		$39.4K Sell
1,532
-2,048
-57% -$52.8K 0.03% 203
2015
Q1 		$92.5K Hold
3,580
– – 0.08% 132
2014
Q4 		$92.5K Buy
+3,580
New +$92K 0.07% 148

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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Genesis Wealth Advisors's IBDB Position: Q2 2015 in Review

Genesis Wealth Advisors reduced its iShares iBonds Mar 2018 Term Corporate ETF (IBDB) stake by 57% in Q2 2015, selling an estimated $52.8K and leaving 1,532 shares worth $39.4K. The position accounts for 0.03% of the portfolio, ranked #203.

Genesis Wealth Advisors first reported a position in IBDB in Q4 2014 and has held it in 3 quarters since. The position peaked at $92.5K in Q4 2014. 19 funds tracked by Wall St. Rank hold IBDB as of Q2 2015.

  • Genesis Wealth Advisors held 1,532 shares of iShares iBonds Mar 2018 Term Corporate ETF worth $39.4K as of Q2 2015.
  • Genesis Wealth Advisors sold 2,048 iShares iBonds Mar 2018 Term Corporate ETF shares in Q2 2015, an estimated $52.8K.
  • iShares iBonds Mar 2018 Term Corporate ETF made up 0.03% of Genesis Wealth Advisors's portfolio in Q2 2015, its #203 holding.
  • Genesis Wealth Advisors first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $92.5K in Q4 2014.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.