MAA
IBDD

Managed Account Advisors’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Managed Account Advisors’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		$224K Sell
8,644
-128
-1% -$3.39K ﹤0.01% 2462
2015
Q1 		$235K Buy
+8,772
New +$235K ﹤0.01% 2396

Other funds holding IBDD

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Managed Account Advisors reduced its iShares iBonds Mar 2023 Term Corporate ETF (IBDD) stake by 1.5% in Q2 2015, selling an estimated $3.39K and leaving 8,644 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #2462.

Managed Account Advisors first reported a position in IBDD in Q1 2015 and has held it in 2 quarters since. The position peaked at $235K in Q1 2015. 19 funds tracked by Wall St. Rank hold IBDD as of Q2 2015.

  • Managed Account Advisors held 8,644 shares of iShares iBonds Mar 2023 Term Corporate ETF worth $224K as of Q2 2015.
  • Managed Account Advisors sold 128 iShares iBonds Mar 2023 Term Corporate ETF shares in Q2 2015, an estimated $3.39K.
  • iShares iBonds Mar 2023 Term Corporate ETF made up ﹤0.01% of Managed Account Advisors's portfolio in Q2 2015, its #2462 holding.
  • Managed Account Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2015 and has held it in 2 quarters since.
  • Managed Account Advisors's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $235K in Q1 2015.
  • 19 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2015.

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