MA
IBDC

MONECO Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

MONECO Advisors’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-11,197
Closed -$292K – 164
2019
Q4 		$292K Hold
11,197
– – 0.21% 106
2019
Q3 		$293K Hold
11,197
– – 0.23% 92
2019
Q2 		$292K Hold
11,197
– – 0.23% 92
2019
Q1 		$292K Buy
11,197
+840
+8% +$21.8K 0.24% 95
2018
Q4 		$269K Buy
+10,357
New +$268K 0.31% 72

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

MONECO Advisors's IBDC Position: Q1 2020 in Review

MONECO Advisors sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 11,197 shares — an estimated $292K sold.

MONECO Advisors first reported a position in IBDC in Q4 2018 and held it in 5 quarters. The position peaked at $293K in Q3 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • MONECO Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • MONECO Advisors sold 11,197 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $292K.
  • MONECO Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2018 and held it in 5 quarters.
  • MONECO Advisors's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $293K in Q3 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on MONECO Advisors's 13F filing for Q1 2020, filed 11 May 2020.