Ledyard National Bank’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Ledyard National Bank’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
2019 Q1	–	Sell	-1,410	Closed	-$34K	–	697
2018 Q4	$34K	Hold	1,410	–	–	﹤0.01%	451
2018 Q3	$34K	Hold	1,410	–	–	﹤0.01%	464
2018 Q2	$34K	Sell	1,410 -1,000	-41%	-$24.3K	﹤0.01%	467
2018 Q1	$59K	Hold	2,410	–	–	0.01%	429
2017 Q4	$60K	Buy	2,410 +1,410	+141%	+$35.4K	0.01%	435
2017 Q3	$25K	Hold	1,000	–	–	﹤0.01%	533
2017 Q2	$25K	Hold	1,000	–	–	﹤0.01%	485
2017 Q1	$25K	Hold	1,000	–	–	﹤0.01%	495
2016 Q4	$25K	Hold	1,000	–	–	﹤0.01%	375
2016 Q3	$26K	Hold	1,000	–	–	﹤0.01%	377
2016 Q2	$26K	Hold	1,000	–	–	﹤0.01%	362
2016 Q1	$25K	Buy	+1,000	New	+$24.5K	﹤0.01%	408

Other funds holding IBDN

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Ledyard National Bank's IBDN Position: Q1 2019 in Review

Ledyard National Bank sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2019, closing a stake of 1,410 shares — an estimated $34K sold.

Ledyard National Bank first reported a position in IBDN in Q1 2016 and held it in 12 quarters. The position peaked at $60K in Q4 2017. 124 funds tracked by Wall St. Rank hold IBDN as of Q1 2019.

Ledyard National Bank reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 1,410 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2019, an estimated $34K.
Ledyard National Bank first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2016 and held it in 12 quarters.
Ledyard National Bank's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $60K in Q4 2017.
124 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2019.

Based on Ledyard National Bank's 13F filing for Q1 2019, filed 12 Apr 2019.