Great Lakes Advisors’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-15,959	Closed	-$387K	–	654
2018 Q2	$387K	Buy	15,959 +6	+0%	+$146	0.01%	466
2018 Q1	$391K	Sell	15,953 -208	-1%	-$5.13K	0.01%	443
2017 Q4	$405K	Buy	16,161 +814	+5%	+$20.5K	0.01%	487
2017 Q3	$389K	Sell	15,347 -124	-0.8%	-$3.14K	0.01%	491
2017 Q2	$390K	Buy	15,471 +2,896	+23%	+$72.9K	0.01%	485
2017 Q1	$313K	Buy	12,575 +1,807	+17%	+$44.8K	0.01%	500
2016 Q4	$266K	Buy	+10,768	New	+$270K	0.01%	510

Other funds holding IBDO

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

CAI

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

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

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

Great Lakes Advisors sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q3 2018, closing a stake of 15,959 shares — an estimated $387K sold.

Great Lakes Advisors first reported a position in IBDO in Q4 2016 and held it in 7 quarters. The position peaked at $405K in Q4 2017. 82 funds tracked by Wall St. Rank hold IBDO as of Q3 2018.

Great Lakes Advisors reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
Great Lakes Advisors sold 15,959 iShares iBonds Dec 2023 Term Corporate ETF shares in Q3 2018, an estimated $387K.
Great Lakes Advisors first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2016 and held it in 7 quarters.
Great Lakes Advisors's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $405K in Q4 2017.
82 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q3 2018.

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