OIA
IBDN

OneDigital Investment Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

OneDigital Investment Advisors’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,047
Closed -$26K – 1324
2019
Q1 		$26K Hold
1,047
– – ﹤0.01% 661
2018
Q4 		$25K Buy
+1,047
New +$25.3K ﹤0.01% 636

Other funds holding IBDN

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OneDigital Investment Advisors's IBDN Position: Q2 2019 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2019, closing a stake of 1,047 shares — an estimated $26K sold.

OneDigital Investment Advisors first reported a position in IBDN in Q4 2018 and held it in 2 quarters. The position peaked at $26K in Q1 2019. 130 funds tracked by Wall St. Rank hold IBDN as of Q2 2019.

  • OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • OneDigital Investment Advisors sold 1,047 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2019, an estimated $26K.
  • OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2018 and held it in 2 quarters.
  • OneDigital Investment Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $26K in Q1 2019.
  • 130 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2019.

Based on OneDigital Investment Advisors's 13F filing for Q2 2019, filed 12 Aug 2019.