OCM
IBDH

One Capital Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

One Capital Management’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-37,350
Closed -$939K – 172
2018
Q1 		$939K Buy
+37,350
New +$938K 0.18% 93

Other funds holding IBDH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

One Capital Management's IBDH Position: Q2 2018 in Review

One Capital Management sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q2 2018, closing a stake of 37,350 shares — an estimated $939K sold.

One Capital Management first reported a position in IBDH in Q1 2018 and held it in 1 quarter. The position peaked at $939K in Q1 2018. 74 funds tracked by Wall St. Rank hold IBDH as of Q2 2018.

  • One Capital Management reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • One Capital Management sold 37,350 iShares iBonds Dec 2018 Term Corporate ETF shares in Q2 2018, an estimated $939K.
  • One Capital Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q1 2018 and held it in 1 quarter.
  • One Capital Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $939K in Q1 2018.
  • 74 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q2 2018.

Based on One Capital Management's 13F filing for Q2 2018, filed 6 Aug 2018.