OIA
IBDL

OneDigital Investment Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

OneDigital Investment Advisors’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
2019
Q3 		– Sell
-370
Closed -$9K – 1267
2019
Q2 		$9K Hold
370
– – ﹤0.01% 973
2019
Q1 		$9K Hold
370
– – ﹤0.01% 911
2018
Q4 		$9K Buy
+370
New +$9.24K ﹤0.01% 884

Other funds holding IBDL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

OneDigital Investment Advisors's IBDL Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2019, closing a stake of 370 shares — an estimated $9K sold.

OneDigital Investment Advisors first reported a position in IBDL in Q4 2018 and held it in 3 quarters. The position peaked at $9K in Q2 2019. 149 funds tracked by Wall St. Rank hold IBDL as of Q3 2019.

  • OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 370 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2019, an estimated $9K.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and held it in 3 quarters.
  • OneDigital Investment Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $9K in Q2 2019.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.