MHS
IBDL

M Holdings Securities’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

M Holdings Securities’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
2018
Q3 		– Sell
-45,888
Closed -$1.15M – 364
2018
Q2 		$1.15M Buy
45,888
+909
+2% +$22.7K 0.32% 83
2018
Q1 		$1.13M Buy
+44,979
New +$1.13M 0.34% 82

Other funds holding IBDL

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

M Holdings Securities's IBDL Position: Q3 2018 in Review

M Holdings Securities sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2018, closing a stake of 45,888 shares — an estimated $1.15M sold.

M Holdings Securities first reported a position in IBDL in Q1 2018 and held it in 2 quarters. The position peaked at $1.15M in Q2 2018. 99 funds tracked by Wall St. Rank hold IBDL as of Q3 2018.

  • M Holdings Securities reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • M Holdings Securities sold 45,888 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2018, an estimated $1.15M.
  • M Holdings Securities first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2018 and held it in 2 quarters.
  • M Holdings Securities's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $1.15M in Q2 2018.
  • 99 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2018.

Based on M Holdings Securities's 13F filing for Q3 2018, filed 16 Nov 2018.