GWA
IBDD

Genesis Wealth Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Genesis Wealth Advisors’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$22.3K Hold
860
– – 0.02% 276
2015
Q1 		$23.1K Hold
860
– – 0.02% 279
2014
Q4 		$23.1K Buy
+860
New +$22.6K 0.02% 305

Other funds holding IBDD

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Genesis Wealth Advisors held its iShares iBonds Mar 2023 Term Corporate ETF (IBDD) position steady in Q2 2015 at 860 shares worth $22.3K. The position accounts for 0.02% of the portfolio, ranked #276.

Genesis Wealth Advisors first reported a position in IBDD in Q4 2014 and has held it in 3 quarters since. The position peaked at $23.1K in Q1 2015. 19 funds tracked by Wall St. Rank hold IBDD as of Q2 2015.

  • Genesis Wealth Advisors held 860 shares of iShares iBonds Mar 2023 Term Corporate ETF worth $22.3K as of Q2 2015.
  • Genesis Wealth Advisors left its iShares iBonds Mar 2023 Term Corporate ETF share count unchanged in Q2 2015.
  • iShares iBonds Mar 2023 Term Corporate ETF made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #276 holding.
  • Genesis Wealth Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2014 and has held it in 3 quarters since.
  • Genesis Wealth Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $23.1K in Q1 2015.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2015.

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