Murphy Middleton Hinkle & Parker’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Murphy Middleton Hinkle & Parker’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	-8,047	Closed	-$201K	–	127
2018 Q3	$201K	Sell	8,047 -510	-6%	-$12.8K	0.14%	122
2018 Q2	$214K	Sell	8,557 -600	-7%	-$15K	0.16%	118
2018 Q1	$230K	Hold	9,157	–	–	0.18%	110
2017 Q4	$232K	Buy	+9,157	New	+$233K	0.17%	113

Other funds holding IBDL

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

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

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

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

CIM

Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 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 $1.99B AUM 16.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Murphy Middleton Hinkle & Parker's IBDL Position: Q4 2018 in Review

Murphy Middleton Hinkle & Parker sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2018, closing a stake of 8,047 shares — an estimated $201K sold.

Murphy Middleton Hinkle & Parker first reported a position in IBDL in Q4 2017 and held it in 4 quarters. The position peaked at $232K in Q4 2017. 122 funds tracked by Wall St. Rank hold IBDL as of Q4 2018.

Murphy Middleton Hinkle & Parker reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
Murphy Middleton Hinkle & Parker sold 8,047 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2018, an estimated $201K.
Murphy Middleton Hinkle & Parker first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 4 quarters.
Murphy Middleton Hinkle & Parker's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $232K in Q4 2017.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2018.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q4 2018, filed 24 Jan 2019.