Integrated Wealth Management (Palm Desert)’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$239K	Buy	9,488 +169	+2%	+$4.25K	0.08%	218
2016 Q4	$234K	Buy	9,319 +1,001	+12%	+$25.2K	0.09%	213
2016 Q3	$210K	Buy	8,318 +6,321	+317%	+$160K	0.08%	217
2016 Q2	$51K	Hold	1,997	–	–	0.02%	405
2016 Q1	$50K	Buy	1,997 +399	+25%	+$10K	0.02%	386
2015 Q4	$40K	Buy	+1,598	New	+$40.1K	0.02%	439

Other funds holding IBDH

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s IBDH Position: Q1 2017 in Review

Integrated Wealth Management (Palm Desert) increased its iShares iBonds Dec 2018 Term Corporate ETF (IBDH) stake by 1.8% in Q1 2017, buying an estimated $4.25K and bringing the position to 9,488 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #218.

Integrated Wealth Management (Palm Desert) first reported a position in IBDH in Q4 2015 and has held it in 6 quarters since. 57 funds tracked by Wall St. Rank hold IBDH as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 9,488 shares of iShares iBonds Dec 2018 Term Corporate ETF worth $239K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 169 iShares iBonds Dec 2018 Term Corporate ETF shares in Q1 2017, an estimated $4.25K.
iShares iBonds Dec 2018 Term Corporate ETF made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #218 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2015 and has held it in 6 quarters since.
57 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q1 2017.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q1 2017, filed 14 Apr 2017.