IA
IBDN

IFP Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

IFP Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-170
Closed -$4.33K – 3369
2020
Q4 		$4K Hold
170
– – ﹤0.01% 2456
2020
Q3 		$4K Sell
170
-651
-79% -$16.7K ﹤0.01% 2311
2020
Q2 		$21K Hold
821
– – ﹤0.01% 1559
2020
Q1 		$20K Buy
821
+170
+26% +$4.27K ﹤0.01% 1490
2019
Q4 		$16K Hold
651
– – ﹤0.01% 1738
2019
Q3 		$16K Buy
+651
New +$16.4K ﹤0.01% 1875
2019
Q1 		– Sell
-2,531
Closed -$61K – 3976
2018
Q4 		$61K Sell
2,531
-419
-14% -$10.1K ﹤0.01% 1496
2018
Q3 		$72K Buy
2,950
+7
+0.2% +$170 ﹤0.01% 1686
2018
Q2 		$72K Buy
2,943
+108
+4% +$2.63K ﹤0.01% 1699
2018
Q1 		$71K Hold
2,835
– – ﹤0.01% 1603
2017
Q4 		$71K Buy
2,835
+9
+0.3% +$226 ﹤0.01% 1616
2017
Q3 		$71K Buy
2,826
+7
+0.2% +$177 ﹤0.01% 1778
2017
Q2 		$71K Buy
2,819
+1,168
+71% +$29.3K ﹤0.01% 1741
2017
Q1 		$41K Buy
1,651
+518
+46% +$12.9K ﹤0.01% 2049
2016
Q4 		$28K Hold
1,133
– – ﹤0.01% 2254
2016
Q3 		$29K Buy
1,133
+927
+450% +$23.7K ﹤0.01% 2179
2016
Q2 		$5K Buy
+206
New +$5.18K ﹤0.01% 3213
2016
Q1 		– Sell
-206
Closed -$5K – 4419
2015
Q4 		$5K Buy
+206
New +$5.04K ﹤0.01% 3032

Other funds holding IBDN

ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

IFP Advisors's IBDN Position: Q1 2021 in Review

IFP Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2021, closing a stake of 170 shares — an estimated $4.33K sold.

IFP Advisors first reported a position in IBDN in Q4 2015 and held it in 18 quarters. The position peaked at $72K in Q3 2018. 210 funds tracked by Wall St. Rank hold IBDN as of Q1 2021.

  • IFP Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • IFP Advisors sold 170 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2021, an estimated $4.33K.
  • IFP Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2015 and held it in 18 quarters.
  • IFP Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $72K in Q3 2018.
  • 210 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2021.

Based on IFP Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.