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Northwest Investment Counselors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Northwest Investment Counselors’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
2019
Q4 		– Sell
-2,943
Closed -$76K – 315
2019
Q3 		$76K Buy
+2,943
New +$75.7K 0.03% 190

Other funds holding IBDS

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Northwest Investment Counselors's IBDS Position: Q4 2019 in Review

Northwest Investment Counselors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2019, closing a stake of 2,943 shares — an estimated $76K sold.

Northwest Investment Counselors first reported a position in IBDS in Q3 2019 and held it in 1 quarter. The position peaked at $76K in Q3 2019. 62 funds tracked by Wall St. Rank hold IBDS as of Q4 2019.

  • Northwest Investment Counselors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Northwest Investment Counselors sold 2,943 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2019, an estimated $76K.
  • Northwest Investment Counselors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Northwest Investment Counselors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $76K in Q3 2019.
  • 62 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2019.

Based on Northwest Investment Counselors's 13F filing for Q4 2019, filed 27 Jan 2020.