IWA
IBDK

IBEX Wealth Advisors’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

IBEX Wealth Advisors’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-164
Closed -$4K – 439
2019
Q2 		$4K Buy
+164
New +$4.07K ﹤0.01% 381

Other funds holding IBDK

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

IBEX Wealth Advisors's IBDK Position: Q3 2019 in Review

IBEX Wealth Advisors sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019, closing a stake of 164 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in IBDK in Q2 2019 and held it in 1 quarter. The position peaked at $4K in Q2 2019. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

  • IBEX Wealth Advisors reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • IBEX Wealth Advisors sold 164 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $4K.
  • IBEX Wealth Advisors first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • IBEX Wealth Advisors's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $4K in Q2 2019.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

Based on IBEX Wealth Advisors's 13F filing for Q3 2019, filed 12 Nov 2019.