Leicht Financial Planning & Wealth Management’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Leicht Financial Planning & Wealth Management’s Portfolio IBDK Stock Details IBDK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,929	Closed	-$222K	–	52
2019 Q2	$222K	Sell	8,929 -41,945	-82%	-$1.04M	0.22%	48
2019 Q1	$1.26M	Buy	+50,874	New	+$1.26M	1.3%	22
2018 Q4	–	Hold	0	–	–	–	11
2018 Q3	–	Hold	0	–	–	–	5
2018 Q2	–	Hold	0	–	–	–	5

Other funds holding IBDK

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

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

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

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

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

CIM

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

Leicht Financial Planning & Wealth Management's IBDK Position: Q3 2019 in Review

Leicht Financial Planning & Wealth Management sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019, closing a stake of 8,929 shares — an estimated $222K sold.

Leicht Financial Planning & Wealth Management first reported a position in IBDK in Q1 2019 and held it in 2 quarters. The position peaked at $1.26M in Q1 2019. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

Leicht Financial Planning & Wealth Management reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 8,929 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $222K.
Leicht Financial Planning & Wealth Management first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $1.26M in Q1 2019.
120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

Based on Leicht Financial Planning & Wealth Management's 13F filing for Q3 2019, filed 17 Oct 2019.