MWPCG
IBDL

Measured Wealth Private Client Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Measured Wealth Private Client Group’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,180
Closed -$80K – 796
2018
Q3 		$80K Buy
+3,180
New +$79.6K 0.05% 269

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Measured Wealth Private Client Group's IBDL Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2018, closing a stake of 3,180 shares — an estimated $80K sold.

Measured Wealth Private Client Group first reported a position in IBDL in Q3 2018 and held it in 1 quarter. The position peaked at $80K in Q3 2018. 122 funds tracked by Wall St. Rank hold IBDL as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 3,180 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2018, an estimated $80K.
  • Measured Wealth Private Client Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $80K in Q3 2018.
  • 122 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.