IHT Wealth Management’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

IHT Wealth Management’s Portfolio IBDD Stock Details IBDD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-6,572	Closed	-$169K	–	1464
2018 Q1	$169K	Hold	6,572	–	–	0.05%	382
2017 Q4	$173K	Hold	6,572	–	–	0.05%	380
2017 Q3	$175K	Hold	6,572	–	–	0.07%	270
2017 Q2	$40	Hold	6,572	–	–	0.02%	569
2017 Q1	$174K	Hold	6,572	–	–	0.12%	199
2016 Q4	$172K	Buy	+6,572	New	+$175K	0.13%	190

Other funds holding IBDD

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

KHP Capital Tulsa, Oklahoma $164M AUM 7.73% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

IHT Wealth Management's IBDD Position: Q2 2018 in Review

IHT Wealth Management sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q2 2018, closing a stake of 6,572 shares — an estimated $169K sold.

IHT Wealth Management first reported a position in IBDD in Q4 2016 and held it in 6 quarters. The position peaked at $175K in Q3 2017. 23 funds tracked by Wall St. Rank hold IBDD as of Q2 2018.

IHT Wealth Management reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 6,572 iShares iBonds Mar 2023 Term Corporate ETF shares in Q2 2018, an estimated $169K.
IHT Wealth Management first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $175K in Q3 2017.
23 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.