LF
IBDL

LifeSteps Financial’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

LifeSteps Financial’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
2020
Q2 		– Sell
-110,195
Closed -$2.78M – 81
2020
Q1 		$2.78M Buy
110,195
+4,198
+4% +$106K 3.2% 8
2019
Q4 		$2.68M Buy
+105,997
New +$2.68M 2.53% 9

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

LifeSteps Financial's IBDL Position: Q2 2020 in Review

LifeSteps Financial sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2020, closing a stake of 110,195 shares — an estimated $2.78M sold.

LifeSteps Financial first reported a position in IBDL in Q4 2019 and held it in 2 quarters. The position peaked at $2.78M in Q1 2020. 166 funds tracked by Wall St. Rank hold IBDL as of Q2 2020.

  • LifeSteps Financial reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • LifeSteps Financial sold 110,195 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2020, an estimated $2.78M.
  • LifeSteps Financial first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 2 quarters.
  • LifeSteps Financial's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $2.78M in Q1 2020.
  • 166 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2020.

Based on LifeSteps Financial's 13F filing for Q2 2020, filed 5 Aug 2020.