GT
IBDK

Glenview Trust’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Glenview Trust’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,421
Closed -$260K – 322
2017
Q1 		$260K Buy
+10,421
New +$260K 0.02% 284

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return

Glenview Trust's IBDK Position: Q2 2017 in Review

Glenview Trust sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q2 2017, closing a stake of 10,421 shares — an estimated $260K sold.

Glenview Trust first reported a position in IBDK in Q1 2017 and held it in 1 quarter. The position peaked at $260K in Q1 2017. 63 funds tracked by Wall St. Rank hold IBDK as of Q2 2017.

  • Glenview Trust reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q2 2017 after selling out during the quarter.
  • Glenview Trust sold 10,421 iShares iBonds Dec 2019 Term Corporate ETF shares in Q2 2017, an estimated $260K.
  • Glenview Trust first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2017 and held it in 1 quarter.
  • Glenview Trust's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $260K in Q1 2017.
  • 63 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q2 2017.

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