Integrated Wealth Management (Palm Desert)’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$208K	Buy	+8,366	New	+$208K	0.07%	249
2016 Q4	–	Sell	-6,992	Closed	-$179K	–	1254
2016 Q3	$179K	Buy	6,992 +1,505	+27%	+$38.5K	0.06%	242
2016 Q2	$140K	Buy	5,487 +1,354	+33%	+$34.1K	0.05%	267
2016 Q1	$103K	Buy	4,133 +837	+25%	+$20.5K	0.04%	282
2015 Q4	$80K	Buy	+3,296	New	+$80.7K	0.03%	318

Other funds holding IBDN

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

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

CIM

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

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

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

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

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

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

Integrated Wealth Management (Palm Desert) opened a new position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2017: 8,366 shares worth $208K. The stake represents 0.07% of the portfolio and ranks #249 among its holdings. This is a return to the name: Integrated Wealth Management (Palm Desert) previously reported a position in IBDN as recently as Q3 2016.

Integrated Wealth Management (Palm Desert) first reported a position in IBDN in Q4 2015 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold IBDN as of Q1 2017.

Integrated Wealth Management (Palm Desert) held 8,366 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $208K as of Q1 2017.
iShares iBonds Dec 2022 Term Corporate ETF was a new Integrated Wealth Management (Palm Desert) position in Q1 2017.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.07% of Integrated Wealth Management (Palm Desert)'s portfolio in Q1 2017, its #249 holding.
Integrated Wealth Management (Palm Desert) first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2015 and has held it in 5 quarters since.
47 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2017.

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