LPL Financial
IBCC

LPL Financial’s iShares iBonds Mar 2018 Term Corporate ex-Financials ETF IBCC Stock Holding History

LPL Financial’s Portfolio IBCC Stock Details IBCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-13,160
Closed -$329K – 2984
2015
Q1 		$329K Sell
13,160
-6,864
-34% -$171K ﹤0.01% 2172
2014
Q4 		$495K Hold
20,024
– – ﹤0.01% 1784
2014
Q3 		$494K Buy
+20,024
New +$495K ﹤0.01% 1795

Other funds holding IBCC

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's IBCC Position: Q2 2015 in Review

LPL Financial sold out of iShares iBonds Mar 2018 Term Corporate ex-Financials ETF (IBCC) in Q2 2015, closing a stake of 13,160 shares — an estimated $329K sold.

LPL Financial first reported a position in IBCC in Q3 2014 and held it in 3 quarters. The position peaked at $495K in Q4 2014. 13 funds tracked by Wall St. Rank hold IBCC as of Q2 2015.

  • LPL Financial reported no remaining iShares iBonds Mar 2018 Term Corporate ex-Financials ETF position as of Q2 2015 after selling out during the quarter.
  • LPL Financial sold 13,160 iShares iBonds Mar 2018 Term Corporate ex-Financials ETF shares in Q2 2015, an estimated $329K.
  • LPL Financial first reported a position in iShares iBonds Mar 2018 Term Corporate ex-Financials ETF in Q3 2014 and held it in 3 quarters.
  • LPL Financial's iShares iBonds Mar 2018 Term Corporate ex-Financials ETF position peaked at $495K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ex-Financials ETF as of Q2 2015.

Based on LPL Financial's 13F filing for Q2 2015, filed 14 Aug 2015.