IFP Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

IFP Advisors’s Portfolio IBDC Stock Details IBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-2,130	Closed	-$55K	–	3788
2018 Q4	$55K	Hold	2,130	–	–	﹤0.01%	1560
2018 Q3	$55K	Hold	2,130	–	–	﹤0.01%	1846
2018 Q2	$55K	Buy	2,130 +155	+8%	+$4.01K	﹤0.01%	1862
2018 Q1	$52K	Hold	1,975	–	–	﹤0.01%	1793
2017 Q4	$52K	Hold	1,975	–	–	﹤0.01%	1809
2017 Q3	$52K	Hold	1,975	–	–	﹤0.01%	1971
2017 Q2	$52K	Buy	1,975 +715	+57%	+$18.7K	﹤0.01%	1948
2017 Q1	$33K	Buy	+1,260	New	+$33K	﹤0.01%	2186

Other funds holding IBDC

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

TWA

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

IFP Advisors's IBDC Position: Q1 2019 in Review

IFP Advisors sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2019, closing a stake of 2,130 shares — an estimated $55K sold.

IFP Advisors first reported a position in IBDC in Q1 2017 and held it in 8 quarters. The position peaked at $55K in Q4 2018. 39 funds tracked by Wall St. Rank hold IBDC as of Q1 2019.

IFP Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 2,130 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2019, an estimated $55K.
IFP Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q1 2017 and held it in 8 quarters.
IFP Advisors's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $55K in Q4 2018.
39 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.