Mid Atlantic Financial Management’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

Mid Atlantic Financial Management’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-8,950	Closed	-$224K	–	776
2019 Q1	$224K	Sell	8,950 -19,385	-68%	-$477K	0.02%	596
2018 Q4	$685K	Buy	+28,335	New	+$683K	0.09%	240

Other funds holding IBDO

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Mid Atlantic Financial Management's IBDO Position: Q2 2019 in Review

Mid Atlantic Financial Management sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q2 2019, closing a stake of 8,950 shares — an estimated $224K sold.

Mid Atlantic Financial Management first reported a position in IBDO in Q4 2018 and held it in 2 quarters. The position peaked at $685K in Q4 2018. 116 funds tracked by Wall St. Rank hold IBDO as of Q2 2019.

Mid Atlantic Financial Management reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
Mid Atlantic Financial Management sold 8,950 iShares iBonds Dec 2023 Term Corporate ETF shares in Q2 2019, an estimated $224K.
Mid Atlantic Financial Management first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2018 and held it in 2 quarters.
Mid Atlantic Financial Management's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $685K in Q4 2018.
116 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q2 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q2 2019, filed 6 Aug 2019.