HFRG
IBDL

Houlihan Financial Resource Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Houlihan Financial Resource Group’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$3.03M Buy
+120,506
New +$3.04M 1.75% 17
2020
Q1 		$3.08M Sell
122,306
-331
-0.3% -$8.34K 2.68% 8
2019
Q4 		$3.1M Buy
+122,637
New +$3.1M 2.01% 15

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Houlihan Financial Resource Group's IBDL Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020: 120,506 shares worth $3.03M. The stake represents 1.75% of the portfolio and ranks #17 among its holdings. This is a return to the name: Houlihan Financial Resource Group previously reported a position in IBDL as recently as Q1 2020.

Houlihan Financial Resource Group first reported a position in IBDL in Q4 2019 and has held it in 3 quarters since. The position peaked at $3.1M in Q4 2019. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • Houlihan Financial Resource Group held 120,506 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $3.03M as of Q3 2020.
  • iShares iBonds Dec 2020 Term Corporate ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 1.75% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #17 holding.
  • Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and has held it in 3 quarters since.
  • Houlihan Financial Resource Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $3.1M in Q4 2019.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.