LF
IBDN

LifeSteps Financial’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

LifeSteps Financial’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
2020
Q2 		– Sell
-99,544
Closed -$2.47M – 83
2020
Q1 		$2.47M Buy
99,544
+5,449
+6% +$137K 2.84% 10
2019
Q4 		$2.38M Buy
+94,095
New +$2.38M 2.25% 11

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LifeSteps Financial's IBDN Position: Q2 2020 in Review

LifeSteps Financial sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2020, closing a stake of 99,544 shares — an estimated $2.47M sold.

LifeSteps Financial first reported a position in IBDN in Q4 2019 and held it in 2 quarters. The position peaked at $2.47M in Q1 2020. 171 funds tracked by Wall St. Rank hold IBDN as of Q2 2020.

  • LifeSteps Financial reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • LifeSteps Financial sold 99,544 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2020, an estimated $2.47M.
  • LifeSteps Financial first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2019 and held it in 2 quarters.
  • LifeSteps Financial's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $2.47M in Q1 2020.
  • 171 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2020.

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