GI
IBCE

Gradient Investments’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Gradient Investments’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-1,440
Closed -$33K – 709
2013
Q4 		$33K Buy
+1,440
New +$33.1K 0.01% 259

Other funds holding IBCE

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's IBCE Position: Q1 2014 in Review

Gradient Investments sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q1 2014, closing a stake of 1,440 shares — an estimated $33K sold.

Gradient Investments first reported a position in IBCE in Q4 2013 and held it in 1 quarter. The position peaked at $33K in Q4 2013. 11 funds tracked by Wall St. Rank hold IBCE as of Q1 2014.

  • Gradient Investments reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q1 2014 after selling out during the quarter.
  • Gradient Investments sold 1,440 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q1 2014, an estimated $33K.
  • Gradient Investments first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q4 2013 and held it in 1 quarter.
  • Gradient Investments's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $33K in Q4 2013.
  • 11 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q1 2014.

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