IHT Wealth Management’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

IHT Wealth Management’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	-8,364	Closed	-$217K	–	550
2018 Q4	$217K	Sell	8,364 -200	-2%	-$5.18K	0.04%	406
2018 Q3	$222K	Sell	8,564 -228	-3%	-$5.92K	0.05%	390
2018 Q2	$227K	Sell	8,792 -864	-9%	-$22.4K	0.06%	357
2018 Q1	$250K	Hold	9,656	–	–	0.07%	310
2017 Q4	$251K	Sell	9,656 -616	-6%	-$16.1K	0.07%	314
2017 Q3	$270K	Hold	10,272	–	–	0.11%	201
2017 Q2	$3	Hold	10,272	–	–	﹤0.01%	1194
2017 Q1	$269K	Hold	10,272	–	–	0.18%	139
2016 Q4	$267K	Buy	+10,272	New	+$269K	0.2%	123

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

IHT Wealth Management's IBDC Position: Q1 2019 in Review

IHT Wealth Management sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2019, closing a stake of 8,364 shares — an estimated $217K sold.

IHT Wealth Management first reported a position in IBDC in Q4 2016 and held it in 9 quarters. The position peaked at $270K in Q3 2017. 39 funds tracked by Wall St. Rank hold IBDC as of Q1 2019.

IHT Wealth Management reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
IHT Wealth Management sold 8,364 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2019, an estimated $217K.
IHT Wealth Management first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2016 and held it in 9 quarters.
IHT Wealth Management's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $270K in Q3 2017.
39 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2019.

Based on IHT Wealth Management's 13F filing for Q1 2019, filed 16 May 2019.