LPL Financial
IBDC

LPL Financial’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

LPL Financial’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-18,311
Closed -$477K – 3499
2019
Q4 		$477K Buy
18,311
+219
+1% +$5.71K ﹤0.01% 2420
2019
Q3 		$473K Sell
18,092
-2,883
-14% -$75.2K ﹤0.01% 2300
2019
Q2 		$548K Sell
20,975
-55,681
-73% -$1.45M ﹤0.01% 2215
2019
Q1 		$2M Buy
76,656
+4,257
+6% +$111K ﹤0.01% 1194
2018
Q4 		$1.88M Buy
72,399
+9,172
+15% +$238K 0.01% 1113
2018
Q3 		$1.64M Buy
63,227
+4,822
+8% +$125K ﹤0.01% 1310
2018
Q2 		$1.51M Buy
58,405
+3,022
+5% +$78.2K ﹤0.01% 1334
2018
Q1 		$1.44M Buy
55,383
+34,400
+164% +$893K ﹤0.01% 1341
2017
Q4 		$547K Buy
20,983
+275
+1% +$7.2K ﹤0.01% 1994
2017
Q3 		$544K Buy
20,708
+317
+2% +$8.33K ﹤0.01% 1886
2017
Q2 		$535K Buy
20,391
+2,699
+15% +$70.8K ﹤0.01% 1833
2017
Q1 		$462K Buy
17,692
+3,726
+27% +$97.4K ﹤0.01% 1874
2016
Q4 		$363K Sell
13,966
-10,012
-42% -$263K ﹤0.01% 2018
2016
Q3 		$634K Buy
23,978
+8,070
+51% +$214K 0.01% 1520
2016
Q2 		$422K Sell
15,908
-14,908
-48% -$393K ﹤0.01% 1822
2016
Q1 		$816K Buy
30,816
+536
+2% +$13.9K ﹤0.01% 1818
2015
Q4 		$783K Buy
30,280
+11,224
+59% +$293K ﹤0.01% 1873
2015
Q3 		$505K Buy
19,056
+8,588
+82% +$225K ﹤0.01% 1785
2015
Q2 		$274K Sell
10,468
-380
-4% -$10K ﹤0.01% 2385
2015
Q1 		$289K Sell
10,848
-3,704
-25% -$97.9K ﹤0.01% 2286
2014
Q4 		$383K Buy
+14,552
New +$382K ﹤0.01% 1969

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

LPL Financial's IBDC Position: Q1 2020 in Review

LPL Financial sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 18,311 shares — an estimated $477K sold.

LPL Financial first reported a position in IBDC in Q4 2014 and held it in 21 quarters. The position peaked at $2M in Q1 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • LPL Financial reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 18,311 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $477K.
  • LPL Financial first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2014 and held it in 21 quarters.
  • LPL Financial's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $2M in Q1 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

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