IWM
IBDL

IHT Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

IHT Wealth Management’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,937
Closed -$48K – 1524
2018
Q1 		$48K Hold
1,937
– – 0.01% 694
2017
Q4 		$49K Buy
+1,937
New +$49.2K 0.01% 707

Other funds holding IBDL

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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

IHT Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2018, closing a stake of 1,937 shares — an estimated $48K sold.

IHT Wealth Management first reported a position in IBDL in Q4 2017 and held it in 2 quarters. The position peaked at $49K in Q4 2017. 101 funds tracked by Wall St. Rank hold IBDL as of Q2 2018.

  • IHT Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 1,937 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2018, an estimated $48K.
  • IHT Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $49K in Q4 2017.
  • 101 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2018.

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