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MBE Wealth Management’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

MBE Wealth Management’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-1,074
Closed -$25K – 262
2020
Q1 		$25K Buy
+1,074
New +$27.3K 0.02% 192

Other funds holding IBDU

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PPWM
PFG Private Wealth Management Lutz, Florida $231M AUM 17.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
SWMG
Signature Wealth Management Group Atlanta, Georgia $263M AUM 9.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

MBE Wealth Management sold out of iShares iBonds Dec 2029 Term Corporate ETF (IBDU) in Q2 2020, closing a stake of 1,074 shares — an estimated $25K sold.

MBE Wealth Management first reported a position in IBDU in Q1 2020 and held it in 1 quarter. The position peaked at $25K in Q1 2020. 34 funds tracked by Wall St. Rank hold IBDU as of Q2 2020.

  • MBE Wealth Management reported no remaining iShares iBonds Dec 2029 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • MBE Wealth Management sold 1,074 iShares iBonds Dec 2029 Term Corporate ETF shares in Q2 2020, an estimated $25K.
  • MBE Wealth Management first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • MBE Wealth Management's iShares iBonds Dec 2029 Term Corporate ETF position peaked at $25K in Q1 2020.
  • 34 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q2 2020.

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