Madison Investment Holdings’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Madison Investment Holdings’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 Q4	–	Sell	-32,916	Closed	-$824K	–	267
2018 Q3	$824K	Buy	32,916 +8,756	+36%	+$219K	0.01%	219
2018 Q2	$605K	Buy	24,160 +2,304	+11%	+$57.6K	0.01%	223
2018 Q1	$548K	Buy	21,856 +7,282	+50%	+$183K	0.01%	219
2017 Q4	$369K	Buy	14,574 +5,136	+54%	+$131K	0.01%	236
2017 Q3	$241K	Buy	+9,438	New	+$241K	﹤0.01%	249

Other funds holding IBDL

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

BTS

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

FFA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Madison Investment Holdings sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2018, closing a stake of 32,916 shares — an estimated $824K sold.

Madison Investment Holdings first reported a position in IBDL in Q3 2017 and held it in 5 quarters. The position peaked at $824K in Q3 2018. 122 funds tracked by Wall St. Rank hold IBDL as of Q4 2018.

Madison Investment Holdings reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Madison Investment Holdings sold 32,916 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2018, an estimated $824K.
Madison Investment Holdings first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2017 and held it in 5 quarters.
Madison Investment Holdings's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $824K in Q3 2018.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2018.

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