IA
IBDK

IFG Advisory’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

IFG Advisory’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
2018
Q1 		– Sell
-30,811
Closed -$769K – 355
2017
Q4 		$769K Buy
+30,811
New +$768K 0.17% 132

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

IFG Advisory's IBDK Position: Q1 2018 in Review

IFG Advisory sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q1 2018, closing a stake of 30,811 shares — an estimated $769K sold.

IFG Advisory first reported a position in IBDK in Q4 2017 and held it in 1 quarter. The position peaked at $769K in Q4 2017. 98 funds tracked by Wall St. Rank hold IBDK as of Q1 2018.

  • IFG Advisory reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • IFG Advisory sold 30,811 iShares iBonds Dec 2019 Term Corporate ETF shares in Q1 2018, an estimated $769K.
  • IFG Advisory first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2017 and held it in 1 quarter.
  • IFG Advisory's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $769K in Q4 2017.
  • 98 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q1 2018.

Based on IFG Advisory's 13F filing for Q1 2018, filed 26 Apr 2018.