MFS
IBDD

MSI Financial Services’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

MSI Financial Services’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		$138K Sell
5,275
-586
-10% -$15.6K ﹤0.01% 1280
2016
Q3 		$159K Buy
5,861
+1,433
+32% +$39K 0.01% 1173
2016
Q2 		$120K Buy
4,428
+652
+17% +$17.5K ﹤0.01% 1312
2016
Q1 		$100K Buy
3,776
+1,356
+56% +$35.2K ﹤0.01% 1339
2015
Q4 		$63K Buy
+2,420
New +$62.9K ﹤0.01% 1579

Other funds holding IBDD

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

MSI Financial Services's IBDD Position: Q4 2016 in Review

MSI Financial Services reduced its iShares iBonds Mar 2023 Term Corporate ETF (IBDD) stake by 10% in Q4 2016, selling an estimated $15.6K and leaving 5,275 shares worth $138K. The position accounts for ﹤0.01% of the portfolio, ranked #1280.

MSI Financial Services first reported a position in IBDD in Q4 2015 and has held it in 5 quarters since. The position peaked at $159K in Q3 2016. 23 funds tracked by Wall St. Rank hold IBDD as of Q4 2016.

  • MSI Financial Services held 5,275 shares of iShares iBonds Mar 2023 Term Corporate ETF worth $138K as of Q4 2016.
  • MSI Financial Services sold 586 iShares iBonds Mar 2023 Term Corporate ETF shares in Q4 2016, an estimated $15.6K.
  • iShares iBonds Mar 2023 Term Corporate ETF made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1280 holding.
  • MSI Financial Services first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $159K in Q3 2016.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.