GSC
IBDA

Ground Swell Capital’s ISHARES IBONDS MAR 2016 CORPORATE ETF IBDA Stock Holding History

Ground Swell Capital’s Portfolio IBDA Stock Details IBDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-103
Closed -$10K – 3117
2014
Q2 		$10K Buy
+103
New +$10.4K 0.02% 751

Other funds holding IBDA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

Ground Swell Capital's IBDA Position: Q3 2014 in Review

Ground Swell Capital sold out of ISHARES IBONDS MAR 2016 CORPORATE ETF (IBDA) in Q3 2014, closing a stake of 103 shares — an estimated $10K sold.

Ground Swell Capital first reported a position in IBDA in Q2 2014 and held it in 1 quarter. The position peaked at $10K in Q2 2014. 14 funds tracked by Wall St. Rank hold IBDA as of Q3 2014.

  • Ground Swell Capital reported no remaining ISHARES IBONDS MAR 2016 CORPORATE ETF position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 103 ISHARES IBONDS MAR 2016 CORPORATE ETF shares in Q3 2014, an estimated $10K.
  • Ground Swell Capital first reported a position in ISHARES IBONDS MAR 2016 CORPORATE ETF in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's ISHARES IBONDS MAR 2016 CORPORATE ETF position peaked at $10K in Q2 2014.
  • 14 funds tracked by Wall St. Rank held ISHARES IBONDS MAR 2016 CORPORATE ETF as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.