PIMG
IBDC

Patriot Investment Management Group’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Patriot Investment Management Group’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-22,699
Closed -$591K – 228
2019
Q4 		$591K Buy
22,699
+5
+0% +$130 0.08% 134
2019
Q3 		$592K Buy
22,694
+4
+0% +$104 0.08% 129
2019
Q2 		$592K Sell
22,690
-1,535
-6% -$40K 0.08% 129
2019
Q1 		$631K Buy
+24,225
New +$630K 0.09% 124

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Patriot Investment Management Group's IBDC Position: Q1 2020 in Review

Patriot Investment Management Group sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 22,699 shares — an estimated $591K sold.

Patriot Investment Management Group first reported a position in IBDC in Q1 2019 and held it in 4 quarters. The position peaked at $631K in Q1 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • Patriot Investment Management Group reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 22,699 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $591K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q1 2019 and held it in 4 quarters.
  • Patriot Investment Management Group's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $631K in Q1 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Patriot Investment Management Group's 13F filing for Q1 2020, filed 6 May 2020.