GenWealth Group’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

GenWealth Group’s Portfolio IBCE Stock Details IBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-9,232	Closed	-$217K	–	66
2018 Q2	$217K	Hold	9,232	–	–	0.11%	59
2018 Q1	$219K	Sell	9,232 -1,356	-13%	-$32.4K	0.11%	56
2017 Q4	$255K	Sell	10,588 -124	-1%	-$3.02K	0.13%	54
2017 Q3	$263K	Hold	10,712	–	–	0.16%	47
2017 Q2	$262K	Buy	+10,712	New	+$262K	0.18%	44

Other funds holding IBCE

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

CNB

Camden National Bank Camden, Maine $739M AUM 14.29% 1-Year Est. Return

GenWealth Group's IBCE Position: Q3 2018 in Review

GenWealth Group sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q3 2018, closing a stake of 9,232 shares — an estimated $217K sold.

GenWealth Group first reported a position in IBCE in Q2 2017 and held it in 5 quarters. The position peaked at $263K in Q3 2017. 17 funds tracked by Wall St. Rank hold IBCE as of Q3 2018.

GenWealth Group reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q3 2018 after selling out during the quarter.
GenWealth Group sold 9,232 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q3 2018, an estimated $217K.
GenWealth Group first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q2 2017 and held it in 5 quarters.
GenWealth Group's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $263K in Q3 2017.
17 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q3 2018.

Based on GenWealth Group's 13F filing for Q3 2018, filed 9 Oct 2018.