Ledyard National Bank’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Ledyard National Bank’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-1,015	Closed	-$25K	–	661
2018 Q4	$25K	Hold	1,015	–	–	﹤0.01%	498
2018 Q3	$25K	Hold	1,015	–	–	﹤0.01%	503
2018 Q2	$25K	Hold	1,015	–	–	﹤0.01%	507
2018 Q1	$25K	Hold	1,015	–	–	﹤0.01%	525
2017 Q4	$25K	Buy	+1,015	New	+$25.5K	﹤0.01%	544

Other funds holding IBDO

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

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ACA

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

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

Ledyard National Bank sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2019, closing a stake of 1,015 shares — an estimated $25K sold.

Ledyard National Bank first reported a position in IBDO in Q4 2017 and held it in 5 quarters. The position peaked at $25K in Q4 2018. 112 funds tracked by Wall St. Rank hold IBDO as of Q1 2019.

Ledyard National Bank reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2019 after selling out during the quarter.
Ledyard National Bank sold 1,015 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2019, an estimated $25K.
Ledyard National Bank first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2017 and held it in 5 quarters.
Ledyard National Bank's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $25K in Q4 2018.
112 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2019.

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