Madison Investment Holdings’s iShares iBonds Dec 2019 Term Corporate ETF IBDK Stock Holding History

Madison Investment Holdings’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
2018 Q4	–	Sell	-36,899	Closed	-$915K	–	276
2018 Q3	$915K	Buy	36,899 +7,765	+27%	+$192K	0.02%	215
2018 Q2	$722K	Buy	29,134 +1,536	+6%	+$38K	0.01%	218
2018 Q1	$684K	Buy	27,598 +4,016	+17%	+$99.6K	0.01%	210
2017 Q4	$587K	Buy	23,582 +2,439	+12%	+$60.8K	0.01%	221
2017 Q3	$530K	Buy	+21,143	New	+$529K	0.01%	224

Other funds holding IBDK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Madison Investment Holdings's IBDK Position: Q4 2018 in Review

Madison Investment Holdings sold out of iShares iBonds Dec 2019 Term Corporate ETF (IBDK) in Q4 2018, closing a stake of 36,899 shares — an estimated $915K sold.

Madison Investment Holdings first reported a position in IBDK in Q3 2017 and held it in 5 quarters. The position peaked at $915K in Q3 2018. 111 funds tracked by Wall St. Rank hold IBDK as of Q4 2018.

Madison Investment Holdings reported no remaining iShares iBonds Dec 2019 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 36,899 iShares iBonds Dec 2019 Term Corporate ETF shares in Q4 2018, an estimated $915K.
Madison Investment Holdings first reported a position in iShares iBonds Dec 2019 Term Corporate ETF in Q3 2017 and held it in 5 quarters.
Madison Investment Holdings's iShares iBonds Dec 2019 Term Corporate ETF position peaked at $915K in Q3 2018.
111 funds tracked by Wall St. Rank held iShares iBonds Dec 2019 Term Corporate ETF as of Q4 2018.

Based on Madison Investment Holdings's 13F filing for Q4 2018, filed 8 Feb 2019.