MAA
IBDC

Managed Account Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Managed Account Advisors’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$387K Buy
14,832
+3,548
+31% +$93.5K ﹤0.01% 2356
2015
Q1 		$301K Buy
+11,284
New +$298K ﹤0.01% 2348

Other funds holding IBDC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HJA
Hugh Johnson Advisors Albany, New York $320M AUM 9.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

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

Managed Account Advisors increased its iShares iBonds Mar 2020 Term Corporate ETF (IBDC) stake by 31% in Q2 2015, buying an estimated $93.5K and bringing the position to 14,832 shares worth $387K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

Managed Account Advisors first reported a position in IBDC in Q1 2015 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold IBDC as of Q2 2015.

  • Managed Account Advisors held 14,832 shares of iShares iBonds Mar 2020 Term Corporate ETF worth $387K as of Q2 2015.
  • Managed Account Advisors bought 3,548 iShares iBonds Mar 2020 Term Corporate ETF shares in Q2 2015, an estimated $93.5K.
  • iShares iBonds Mar 2020 Term Corporate ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2356 holding.
  • Managed Account Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q1 2015 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q2 2015.

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