GenWealth Group’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

GenWealth Group’s Portfolio IBCD Stock Details IBCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-8,640	Closed	-$210K	–	66
2018 Q4	$210K	Hold	8,640	–	–	0.1%	58
2018 Q3	$210K	Sell	8,640 -352	-4%	-$8.58K	0.1%	62
2018 Q2	$218K	Sell	8,992 -3,720	-29%	-$90.5K	0.11%	58
2018 Q1	$309K	Sell	12,712 -1,036	-8%	-$25.3K	0.16%	48
2017 Q4	$336K	Sell	13,748 -2,408	-15%	-$59.2K	0.17%	50
2017 Q3	$398K	Sell	16,156 -667	-4%	-$16.5K	0.24%	40
2017 Q2	$414K	Buy	+16,823	New	+$415K	0.28%	34

Other funds holding IBCD

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

GenWealth Group's IBCD Position: Q1 2019 in Review

GenWealth Group sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2019, closing a stake of 8,640 shares — an estimated $210K sold.

GenWealth Group first reported a position in IBCD in Q2 2017 and held it in 7 quarters. The position peaked at $414K in Q2 2017. 23 funds tracked by Wall St. Rank hold IBCD as of Q1 2019.

GenWealth Group reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2019 after selling out during the quarter.
GenWealth Group sold 8,640 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2019, an estimated $210K.
GenWealth Group first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2017 and held it in 7 quarters.
GenWealth Group's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $414K in Q2 2017.
23 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2019.

Based on GenWealth Group's 13F filing for Q1 2019, filed 8 Apr 2019.