MHS
IBDM

M Holdings Securities’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

M Holdings Securities’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,994
Closed -$268K – 369
2018
Q2 		$268K Sell
10,994
-573
-5% -$14K 0.07% 284
2018
Q1 		$283K Buy
+11,567
New +$284K 0.09% 258

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

M Holdings Securities sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2018, closing a stake of 10,994 shares — an estimated $268K sold.

M Holdings Securities first reported a position in IBDM in Q1 2018 and held it in 2 quarters. The position peaked at $283K in Q1 2018. 109 funds tracked by Wall St. Rank hold IBDM as of Q3 2018.

  • M Holdings Securities reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • M Holdings Securities sold 10,994 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2018, an estimated $268K.
  • M Holdings Securities first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 2 quarters.
  • M Holdings Securities's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $283K in Q1 2018.
  • 109 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2018.

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