Leicht Financial Planning & Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,979	Closed	-$228K	–	51
2019 Q2	$228K	Sell	8,979 -40,595	-82%	-$1.02M	0.22%	46
2019 Q1	$1.25M	Buy	+49,574	New	+$1.25M	1.29%	23
2018 Q4	–	Hold	0	–	–	–	12
2018 Q3	–	Hold	0	–	–	–	6
2018 Q2	–	Hold	0	–	–	–	6

Other funds holding IBDL

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

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

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

CIM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

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

Leicht Financial Planning & Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2019, closing a stake of 8,979 shares — an estimated $228K sold.

Leicht Financial Planning & Wealth Management first reported a position in IBDL in Q1 2019 and held it in 2 quarters. The position peaked at $1.25M in Q1 2019. 149 funds tracked by Wall St. Rank hold IBDL as of Q3 2019.

Leicht Financial Planning & Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Leicht Financial Planning & Wealth Management sold 8,979 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2019, an estimated $228K.
Leicht Financial Planning & Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
Leicht Financial Planning & Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.25M in Q1 2019.
149 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2019.

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