GRP
IBDB

Global Retirement Partners’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Global Retirement Partners’s Portfolio IBDB Stock Details IBDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-80
Closed -$2K – 1270
2017
Q2 		$2K Hold
80
– – ﹤0.01% 1087
2017
Q1 		$2K Sell
80
-80
-50% -$2.05K ﹤0.01% 1047
2016
Q4 		$4K Buy
+160
New +$4.11K ﹤0.01% 898

Other funds holding IBDB

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 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
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Global Retirement Partners's IBDB Position: Q3 2017 in Review

Global Retirement Partners sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q3 2017, closing a stake of 80 shares — an estimated $2K sold.

Global Retirement Partners first reported a position in IBDB in Q4 2016 and held it in 3 quarters. The position peaked at $4K in Q4 2016. 30 funds tracked by Wall St. Rank hold IBDB as of Q3 2017.

  • Global Retirement Partners reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Global Retirement Partners sold 80 iShares iBonds Mar 2018 Term Corporate ETF shares in Q3 2017, an estimated $2K.
  • Global Retirement Partners first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q4 2016 and held it in 3 quarters.
  • Global Retirement Partners's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $4K in Q4 2016.
  • 30 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q3 2017.

Based on Global Retirement Partners's 13F filing for Q3 2017, filed 10 Aug 2018.