IWM
IBDB

IHT Wealth Management’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

IHT Wealth Management’s Portfolio IBDB Stock Details IBDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,393
Closed -$87K – 1808
2017
Q4 		$87K Sell
3,393
-572
-14% -$14.6K 0.02% 531
2017
Q3 		$101K Hold
3,965
– – 0.04% 354
2017
Q2 		$8 Hold
3,965
– – ﹤0.01% 1031
2017
Q1 		$102K Hold
3,965
– – 0.07% 277
2016
Q4 		$101K Buy
+3,965
New +$102K 0.08% 265

Other funds holding IBDB

CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

IHT Wealth Management's IBDB Position: Q1 2018 in Review

IHT Wealth Management sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 3,393 shares — an estimated $87K sold.

IHT Wealth Management first reported a position in IBDB in Q4 2016 and held it in 5 quarters. The position peaked at $102K in Q1 2017. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

  • IHT Wealth Management reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • IHT Wealth Management sold 3,393 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $87K.
  • IHT Wealth Management first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q4 2016 and held it in 5 quarters.
  • IHT Wealth Management's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $102K in Q1 2017.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on IHT Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.