MPW
IBDC

MA Private Wealth’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

MA Private Wealth’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
2019
Q2 		– Sell
-9,506
Closed -$248K – 95
2019
Q1 		$248K Buy
9,506
+250
+3% +$6.5K 0.08% 84
2018
Q4 		$240K Buy
+9,256
New +$240K 0.09% 89

Other funds holding IBDC

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
COI
Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MA Private Wealth's IBDC Position: Q2 2019 in Review

MA Private Wealth sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q2 2019, closing a stake of 9,506 shares — an estimated $248K sold.

MA Private Wealth first reported a position in IBDC in Q4 2018 and held it in 2 quarters. The position peaked at $248K in Q1 2019. 41 funds tracked by Wall St. Rank hold IBDC as of Q2 2019.

  • MA Private Wealth reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • MA Private Wealth sold 9,506 iShares iBonds Mar 2020 Term Corporate ETF shares in Q2 2019, an estimated $248K.
  • MA Private Wealth first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2018 and held it in 2 quarters.
  • MA Private Wealth's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $248K in Q1 2019.
  • 41 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q2 2019.

Based on MA Private Wealth's 13F filing for Q2 2019, filed 17 Jul 2019.