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MBE Wealth Management’s iShares iBonds Dec 2028 Term Corporate ETF IBDT Stock Holding History

MBE Wealth Management’s Portfolio IBDT Stock Details IBDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,044
Closed -$27K – 261
2020
Q1 		$27K Buy
+1,044
New +$28.9K 0.03% 180

Other funds holding IBDT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $236M AUM 15.5% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MBE Wealth Management's IBDT Position: Q2 2020 in Review

MBE Wealth Management sold out of iShares iBonds Dec 2028 Term Corporate ETF (IBDT) in Q2 2020, closing a stake of 1,044 shares — an estimated $27K sold.

MBE Wealth Management first reported a position in IBDT in Q1 2020 and held it in 1 quarter. The position peaked at $27K in Q1 2020. 60 funds tracked by Wall St. Rank hold IBDT as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares iBonds Dec 2028 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,044 iShares iBonds Dec 2028 Term Corporate ETF shares in Q2 2020, an estimated $27K.
  • MBE Wealth Management first reported a position in iShares iBonds Dec 2028 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares iBonds Dec 2028 Term Corporate ETF position peaked at $27K in Q1 2020.
  • 60 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Corporate ETF as of Q2 2020.

Based on MBE Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.