HF
IBDD

Hoxton Financial’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Hoxton Financial’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$17K Hold
628
– – 0.01% 219
2015
Q4 		$16K Hold
628
– – 0.01% 211
2015
Q3 		$16K Buy
+628
New +$16.3K 0.01% 204

Other funds holding IBDD

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Hoxton Financial's IBDD Position: Q1 2016 in Review

Hoxton Financial held its iShares iBonds Mar 2023 Term Corporate ETF (IBDD) position steady in Q1 2016 at 628 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #219.

Hoxton Financial first reported a position in IBDD in Q3 2015 and has held it in 3 quarters since. 21 funds tracked by Wall St. Rank hold IBDD as of Q1 2016.

  • Hoxton Financial held 628 shares of iShares iBonds Mar 2023 Term Corporate ETF worth $17K as of Q1 2016.
  • Hoxton Financial left its iShares iBonds Mar 2023 Term Corporate ETF share count unchanged in Q1 2016.
  • iShares iBonds Mar 2023 Term Corporate ETF made up 0.01% of Hoxton Financial's portfolio in Q1 2016, its #219 holding.
  • Hoxton Financial first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2015 and has held it in 3 quarters since.
  • 21 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q1 2016.

Based on Hoxton Financial's 13F filing for Q1 2016, filed 29 Apr 2016.