MAA
IBCE

Managed Account Advisors’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Managed Account Advisors’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$53K Hold
2,204
– – ﹤0.01% 2660
2015
Q1 		$55K Buy
+2,204
New +$54.2K ﹤0.01% 2595

Other funds holding IBCE

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Managed Account Advisors's IBCE Position: Q2 2015 in Review

Managed Account Advisors held its iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) position steady in Q2 2015 at 2,204 shares worth $53K. The position accounts for ﹤0.01% of the portfolio, ranked #2660.

Managed Account Advisors first reported a position in IBCE in Q1 2015 and has held it in 2 quarters since. The position peaked at $55K in Q1 2015. 18 funds tracked by Wall St. Rank hold IBCE as of Q2 2015.

  • Managed Account Advisors held 2,204 shares of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF worth $53K as of Q2 2015.
  • Managed Account Advisors left its iShares iBonds Mar 2023 Term Corporate ex-Financials ETF share count unchanged in Q2 2015.
  • iShares iBonds Mar 2023 Term Corporate ex-Financials ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2660 holding.
  • Managed Account Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q1 2015 and has held it in 2 quarters since.
  • Managed Account Advisors's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $55K in Q1 2015.
  • 18 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q2 2015.

Based on Managed Account Advisors's 13F filing for Q2 2015, filed 14 Aug 2015.