IWMPD
IBDL

Integrated Wealth Management (Palm Desert)’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2017
Q1 		$384K Buy
15,111
+2,142
+17% +$54.3K 0.13% 158
2016
Q4 		$327K Buy
12,969
+92
+0.7% +$2.34K 0.12% 163
2016
Q3 		$331K Buy
12,877
+7,703
+149% +$199K 0.12% 159
2016
Q2 		$134K Buy
5,174
+783
+18% +$20.1K 0.05% 270
2016
Q1 		$112K Buy
4,391
+397
+10% +$9.99K 0.05% 268
2015
Q4 		$100K Buy
+3,994
New +$101K 0.04% 281

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
Morgan Stanley
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 2.79% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Integrated Wealth Management (Palm Desert) increased its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) stake by 17% in Q1 2017, buying an estimated $54.3K and bringing the position to 15,111 shares worth $384K. The position accounts for 0.13% of the portfolio, ranked #158.

Integrated Wealth Management (Palm Desert) first reported a position in IBDL in Q4 2015 and has held it in 6 quarters since. 54 funds tracked by Wall St. Rank hold IBDL as of Q1 2017.

  • Integrated Wealth Management (Palm Desert) held 15,111 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $384K as of Q1 2017.
  • Integrated Wealth Management (Palm Desert) bought 2,142 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2017, an estimated $54.3K.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.13% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #158 holding.
  • Integrated Wealth Management (Palm Desert) first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2015 and has held it in 6 quarters since.
  • 54 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2017.

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