JWCA
IBDD

J.W. Cole Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

J.W. Cole Advisors’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-8,245
Closed -$224K – 767
2021
Q1 		$224K Sell
8,245
-635
-7% -$17.3K 0.02% 598
2020
Q4 		$242K Buy
+8,880
New +$242K 0.03% 543
2020
Q1 		– Sell
-8,320
Closed -$223K – 534
2019
Q4 		$223K Buy
+8,320
New +$223K 0.03% 500

Other funds holding IBDD

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

J.W. Cole Advisors's IBDD Position: Q2 2021 in Review

J.W. Cole Advisors sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q2 2021, closing a stake of 8,245 shares — an estimated $224K sold.

J.W. Cole Advisors first reported a position in IBDD in Q4 2019 and held it in 3 quarters. The position peaked at $242K in Q4 2020. 19 funds tracked by Wall St. Rank hold IBDD as of Q2 2021.

  • J.W. Cole Advisors reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • J.W. Cole Advisors sold 8,245 iShares iBonds Mar 2023 Term Corporate ETF shares in Q2 2021, an estimated $224K.
  • J.W. Cole Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2019 and held it in 3 quarters.
  • J.W. Cole Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $242K in Q4 2020.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2021.

Based on J.W. Cole Advisors's 13F filing for Q2 2021, filed 6 Aug 2021.