MPW
IBDK

MA Private Wealth’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

MA Private Wealth’s Portfolio IBDK Stock Details IBDK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,259
Closed -$255K – 90
2019
Q2 		$255K Sell
10,259
-2,014
-16% -$50K 0.07% 76
2019
Q1 		$305K Hold
12,273
– – 0.1% 71
2018
Q4 		$304K Buy
+12,273
New +$304K 0.12% 76

Other funds holding IBDK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 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
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

MA Private Wealth's IBDK Position: Q3 2019 in Review

MA Private Wealth sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q3 2019, closing a stake of 10,259 shares — an estimated $255K sold.

MA Private Wealth first reported a position in IBDK in Q4 2018 and held it in 3 quarters. The position peaked at $305K in Q1 2019. 120 funds tracked by Wall St. Rank hold IBDK as of Q3 2019.

  • MA Private Wealth reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • MA Private Wealth sold 10,259 iShares iBonds Dec 2019 Term Corporate ETF shares in Q3 2019, an estimated $255K.
  • MA Private Wealth first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q4 2018 and held it in 3 quarters.
  • MA Private Wealth's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $305K in Q1 2019.
  • 120 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q3 2019.

Based on MA Private Wealth's 13F filing for Q3 2019, filed 10 Oct 2019.