IWM
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IHT Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

IHT Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,910
Closed -$202K – 624
2019
Q2 		$202K Buy
+7,910
New +$196K 0.03% 493

Other funds holding IBDS

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return

IHT Wealth Management's IBDS Position: Q3 2019 in Review

IHT Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q3 2019, closing a stake of 7,910 shares — an estimated $202K sold.

IHT Wealth Management first reported a position in IBDS in Q2 2019 and held it in 1 quarter. The position peaked at $202K in Q2 2019. 49 funds tracked by Wall St. Rank hold IBDS as of Q3 2019.

  • IHT Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • IHT Wealth Management sold 7,910 iShares iBonds Dec 2027 Term Corporate ETF shares in Q3 2019, an estimated $202K.
  • IHT Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • IHT Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $202K in Q2 2019.
  • 49 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q3 2019.

Based on IHT Wealth Management's 13F filing for Q3 2019, filed 15 Nov 2019.