MIH
IBDN

Madison Investment Holdings’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Madison Investment Holdings’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-37,988
Closed -$924K – 273
2018
Q3 		$924K Buy
37,988
+3,577
+10% +$87.1K 0.02% 213
2018
Q2 		$838K Buy
34,411
+7,077
+26% +$172K 0.02% 212
2018
Q1 		$670K Buy
27,334
+15,913
+139% +$392K 0.01% 212
2017
Q4 		$285K Buy
+11,421
New +$286K ﹤0.01% 247

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

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

Madison Investment Holdings sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2018, closing a stake of 37,988 shares — an estimated $924K sold.

Madison Investment Holdings first reported a position in IBDN in Q4 2017 and held it in 4 quarters. The position peaked at $924K in Q3 2018. 110 funds tracked by Wall St. Rank hold IBDN as of Q4 2018.

  • Madison Investment Holdings reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Madison Investment Holdings sold 37,988 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2018, an estimated $924K.
  • Madison Investment Holdings first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2017 and held it in 4 quarters.
  • Madison Investment Holdings's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $924K in Q3 2018.
  • 110 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2018.

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