Great Lakes Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Great Lakes Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-31,917	Closed	-$777K	–	666
2018 Q2	$777K	Buy	31,917 +258	+0.8%	+$6.28K	0.02%	404
2018 Q1	$776K	Buy	31,659 +685	+2%	+$16.9K	0.02%	389
2017 Q4	$774K	Buy	30,974 +4,040	+15%	+$101K	0.02%	412
2017 Q3	$680K	Buy	26,934 +995	+4%	+$25.1K	0.02%	414
2017 Q2	$653K	Buy	25,939 +4,094	+19%	+$103K	0.02%	414
2017 Q1	$544K	Buy	21,845 +6,055	+38%	+$150K	0.01%	431
2016 Q4	$391K	Buy	15,790 +5,395	+52%	+$135K	0.01%	467
2016 Q3	$266K	Buy	10,395 +1,600	+18%	+$40.9K	0.01%	512
2016 Q2	$225K	Buy	+8,795	New	+$221K	0.01%	519

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Great Lakes Advisors's IBDN Position: Q3 2018 in Review

Great Lakes Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2018, closing a stake of 31,917 shares — an estimated $777K sold.

Great Lakes Advisors first reported a position in IBDN in Q2 2016 and held it in 9 quarters. The position peaked at $777K in Q2 2018. 93 funds tracked by Wall St. Rank hold IBDN as of Q3 2018.

Great Lakes Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
Great Lakes Advisors sold 31,917 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2018, an estimated $777K.
Great Lakes Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2016 and held it in 9 quarters.
Great Lakes Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $777K in Q2 2018.
93 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2018.

Based on Great Lakes Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.