PFGIA
IBDD

Patriot Financial Group Insurance Agency’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IBDD Stock Details IBDD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-218
Closed -$6K – 942
2018
Q1 		$6K Buy
+218
New +$5.67K ﹤0.01% 711

Other funds holding IBDD

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
KC
KHP Capital Tulsa, Oklahoma $164M AUM 7.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IBDD Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q2 2018, closing a stake of 218 shares — an estimated $6K sold.

Patriot Financial Group Insurance Agency first reported a position in IBDD in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 23 funds tracked by Wall St. Rank hold IBDD as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 218 iShares iBonds Mar 2023 Term Corporate ETF shares in Q2 2018, an estimated $6K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2018 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $6K in Q1 2018.
  • 23 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.