LPL Financial
IBCD

LPL Financial’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

LPL Financial’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,124
Closed -$273K – 3519
2019
Q4 		$273K Sell
11,124
-204
-2% -$5.02K ﹤0.01% 2859
2019
Q3 		$279K Sell
11,328
-562
-5% -$13.8K ﹤0.01% 2740
2019
Q2 		$293K Sell
11,890
-738
-6% -$18.1K ﹤0.01% 2715
2019
Q1 		$310K Sell
12,628
-1,056
-8% -$25.8K ﹤0.01% 2603
2018
Q4 		$334K Buy
13,684
+43
+0.3% +$1.05K ﹤0.01% 2388
2018
Q3 		$333K Buy
13,641
+4,194
+44% +$102K ﹤0.01% 2589
2018
Q2 		$230K Sell
9,447
-1,008
-10% -$24.5K ﹤0.01% 2879
2018
Q1 		$255K Buy
+10,455
New +$255K ﹤0.01% 2767
2016
Q2 		– Sell
-10,072
Closed -$251K – 3242
2016
Q1 		$251K Buy
+10,072
New +$247K ﹤0.01% 2646
2015
Q2 		– Sell
-15,036
Closed -$376K – 3019
2015
Q1 		$376K Sell
15,036
-6,616
-31% -$165K ﹤0.01% 2064
2014
Q4 		$533K Buy
21,652
+880
+4% +$21.7K ﹤0.01% 1730
2014
Q3 		$511K Buy
+20,772
New +$512K ﹤0.01% 1766

Other funds holding IBCD

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

LPL Financial's IBCD Position: Q1 2020 in Review

LPL Financial sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2020, closing a stake of 11,124 shares — an estimated $273K sold.

LPL Financial first reported a position in IBCD in Q3 2014 and held it in 12 quarters. The position peaked at $533K in Q4 2014. 5 funds tracked by Wall St. Rank hold IBCD as of Q1 2020.

  • LPL Financial reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 11,124 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2020, an estimated $273K.
  • LPL Financial first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q3 2014 and held it in 12 quarters.
  • LPL Financial's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $533K in Q4 2014.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.