Motley Fool Wealth Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Motley Fool Wealth Management’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,198,200	Closed	-$29.4M	–	124
2020 Q1	$29.4M	Sell	1,198,200 -77,047	-6%	-$1.99M	2.12%	10
2019 Q4	$33.2M	Sell	1,275,247 -11,736	-0.9%	-$304K	1.99%	11
2019 Q3	$33.4M	Buy	1,286,983 +952,506	+285%	+$24.5M	2.2%	11
2019 Q2	$8.53M	Buy	334,477 +99,936	+43%	+$2.47M	0.53%	61
2019 Q1	$5.75M	Buy	+234,541	New	+$5.61M	0.37%	80

Other funds holding IBDS

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Motley Fool Wealth Management's IBDS Position: Q2 2020 in Review

Motley Fool Wealth Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2020, closing a stake of 1,198,200 shares — an estimated $29.4M sold.

Motley Fool Wealth Management first reported a position in IBDS in Q1 2019 and held it in 5 quarters. The position peaked at $33.4M in Q3 2019. 69 funds tracked by Wall St. Rank hold IBDS as of Q2 2020.

Motley Fool Wealth Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Motley Fool Wealth Management sold 1,198,200 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2020, an estimated $29.4M.
Motley Fool Wealth Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2019 and held it in 5 quarters.
Motley Fool Wealth Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $33.4M in Q3 2019.
69 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2020.

Based on Motley Fool Wealth Management's 13F filing for Q2 2020, filed 12 Aug 2020.