Integrated Advisors Network’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Integrated Advisors Network’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 Q3	–	Sell	-87,276	Closed	-$2.21M	–	498
2020 Q2	$2.21M	Buy	+87,276	New	+$2.21M	0.26%	112
2020 Q1	–	Sell	-95,541	Closed	-$2.42M	–	468
2019 Q4	$2.42M	Buy	+95,541	New	+$2.42M	0.33%	91

Other funds holding IBDL

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

Integrated Advisors Network's IBDL Position: Q3 2020 in Review

Integrated Advisors Network sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 87,276 shares — an estimated $2.21M sold.

Integrated Advisors Network first reported a position in IBDL in Q4 2019 and held it in 2 quarters. The position peaked at $2.42M in Q4 2019. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

Integrated Advisors Network reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
Integrated Advisors Network sold 87,276 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $2.21M.
Integrated Advisors Network first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 2 quarters.
Integrated Advisors Network's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $2.42M in Q4 2019.
160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Integrated Advisors Network's 13F filing for Q3 2020, filed 9 Nov 2020.