GT
IBDC

Glenview Trust’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Glenview Trust’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-8,015
Closed -$210K – 319
2017
Q1 		$210K Buy
+8,015
New +$210K 0.02% 305

Other funds holding IBDC

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Glenview Trust's IBDC Position: Q2 2017 in Review

Glenview Trust sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q2 2017, closing a stake of 8,015 shares — an estimated $210K sold.

Glenview Trust first reported a position in IBDC in Q1 2017 and held it in 1 quarter. The position peaked at $210K in Q1 2017. 28 funds tracked by Wall St. Rank hold IBDC as of Q2 2017.

  • Glenview Trust reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q2 2017 after selling out during the quarter.
  • Glenview Trust sold 8,015 iShares iBonds Mar 2020 Term Corporate ETF shares in Q2 2017, an estimated $210K.
  • Glenview Trust first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q1 2017 and held it in 1 quarter.
  • Glenview Trust's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $210K in Q1 2017.
  • 28 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q2 2017.

Based on Glenview Trust's 13F filing for Q2 2017, filed 11 Aug 2017.