GI
IBCD

Gradient Investments’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Gradient Investments’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-800
Closed -$19K – 707
2013
Q4 		$19K Buy
+800
New +$19.3K 0.01% 314

Other funds holding IBCD

NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
RBCM
Raub Brock Capital Management Larkspur, California $363M AUM 12.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Gradient Investments's IBCD Position: Q1 2014 in Review

Gradient Investments sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2014, closing a stake of 800 shares — an estimated $19K sold.

Gradient Investments first reported a position in IBCD in Q4 2013 and held it in 1 quarter. The position peaked at $19K in Q4 2013. 12 funds tracked by Wall St. Rank hold IBCD as of Q1 2014.

  • Gradient Investments reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2014 after selling out during the quarter.
  • Gradient Investments sold 800 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2014, an estimated $19K.
  • Gradient Investments first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q4 2013 and held it in 1 quarter.
  • Gradient Investments's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $19K in Q4 2013.
  • 12 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2014.

Based on Gradient Investments's 13F filing for Q1 2014, filed 11 Apr 2014.