IAA
IBDL

Independent Advisor Alliance’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Independent Advisor Alliance’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
2020
Q1 		– Sell
-51,537
Closed -$1.3M – 928
2019
Q4 		$1.3M Buy
+51,537
New +$1.3M 0.06% 311

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Independent Advisor Alliance's IBDL Position: Q1 2020 in Review

Independent Advisor Alliance sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2020, closing a stake of 51,537 shares — an estimated $1.3M sold.

Independent Advisor Alliance first reported a position in IBDL in Q4 2019 and held it in 1 quarter. The position peaked at $1.3M in Q4 2019. 171 funds tracked by Wall St. Rank hold IBDL as of Q1 2020.

  • Independent Advisor Alliance reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 51,537 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2020, an estimated $1.3M.
  • Independent Advisor Alliance first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 1 quarter.
  • Independent Advisor Alliance's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.3M in Q4 2019.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2020.

Based on Independent Advisor Alliance's 13F filing for Q1 2020, filed 14 May 2020.