HIA
IBCD

Harbor Investment Advisory’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Harbor Investment Advisory’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
2020
Q1 		– Sell
-4,062
Closed -$100K – 1264
2019
Q4 		$100K Buy
+4,062
New +$99.9K 0.02% 330

Other funds holding IBCD

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Harbor Investment Advisory's IBCD Position: Q1 2020 in Review

Harbor Investment Advisory sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2020, closing a stake of 4,062 shares — an estimated $100K sold.

Harbor Investment Advisory first reported a position in IBCD in Q4 2019 and held it in 1 quarter. The position peaked at $100K in Q4 2019. 5 funds tracked by Wall St. Rank hold IBCD as of Q1 2020.

  • Harbor Investment Advisory reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Harbor Investment Advisory sold 4,062 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2020, an estimated $100K.
  • Harbor Investment Advisory first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q4 2019 and held it in 1 quarter.
  • Harbor Investment Advisory's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $100K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2020.

Based on Harbor Investment Advisory's 13F filing for Q1 2020, filed 11 May 2020.