Integrated Wealth Management (Palm Desert)’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$239K	Buy	9,562 +174	+2%	+$4.34K	0.08%	217
2016 Q4	$234K	Buy	9,388 +1,011	+12%	+$25.3K	0.09%	212
2016 Q3	$211K	Buy	8,377 +6,355	+314%	+$160K	0.08%	214
2016 Q2	$51K	Hold	2,022	–	–	0.02%	404
2016 Q1	$51K	Buy	2,022 +404	+25%	+$10K	0.02%	377
2015 Q4	$40K	Buy	+1,618	New	+$40.2K	0.02%	438

Other funds holding IBDK

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

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

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

UCFA

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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

GWA

Guidant Wealth Advisors Palatine, Illinois $269M AUM 2.79% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) increased its iShares iBonds Dec 2019 Term Corporate ETF (IBDK) stake by 1.9% in Q1 2017, buying an estimated $4.34K and bringing the position to 9,562 shares worth $239K. The position accounts for 0.08% of the portfolio, ranked #217.

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

Integrated Wealth Management (Palm Desert) held 9,562 shares of iShares iBonds Dec 2019 Term Corporate ETF worth $239K as of Q1 2017.
Integrated Wealth Management (Palm Desert) bought 174 iShares iBonds Dec 2019 Term Corporate ETF shares in Q1 2017, an estimated $4.34K.
iShares iBonds Dec 2019 Term Corporate ETF made up 0.08% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #217 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares iBonds Dec 2019 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 2019 Term Corporate ETF as of Q1 2017.

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