GT
IBDL

Glenview Trust’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Glenview Trust’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-7,883
Closed -$200K – 318
2017
Q1 		$200K Buy
+7,883
New +$200K 0.02% 312

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Glenview Trust's IBDL Position: Q2 2017 in Review

Glenview Trust sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2017, closing a stake of 7,883 shares — an estimated $200K sold.

Glenview Trust first reported a position in IBDL in Q1 2017 and held it in 1 quarter. The position peaked at $200K in Q1 2017. 62 funds tracked by Wall St. Rank hold IBDL as of Q2 2017.

  • Glenview Trust reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2017 after selling out during the quarter.
  • Glenview Trust sold 7,883 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2017, an estimated $200K.
  • Glenview Trust first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2017 and held it in 1 quarter.
  • Glenview Trust's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $200K in Q1 2017.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2017.

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