OWD
IBDL

Osborn Williams & Donohoe’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Osborn Williams & Donohoe’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
Q2 		– Sell
-2,700
Closed -$68K – 729
2019
Q1 		$68K Buy
+2,700
New +$67.9K 0.01% 444

Other funds holding IBDL

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
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
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 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 5.31% 1-Year Est. Return

Osborn Williams & Donohoe's IBDL Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2019, closing a stake of 2,700 shares — an estimated $68K sold.

Osborn Williams & Donohoe first reported a position in IBDL in Q1 2019 and held it in 1 quarter. The position peaked at $68K in Q1 2019. 139 funds tracked by Wall St. Rank hold IBDL as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 2,700 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2019, an estimated $68K.
  • Osborn Williams & Donohoe first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $68K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.