PIMG
IBDL

Patriot Investment Management Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Patriot Investment Management Group’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
2020
Q3 		– Sell
-6,100
Closed -$155K – 703
2020
Q2 		$155K Buy
+6,100
New +$154K 0.02% 224

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Patriot Investment Management Group's IBDL Position: Q3 2020 in Review

Patriot Investment Management Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 6,100 shares — an estimated $155K sold.

Patriot Investment Management Group first reported a position in IBDL in Q2 2020 and held it in 1 quarter. The position peaked at $155K in Q2 2020. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • Patriot Investment Management Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Patriot Investment Management Group sold 6,100 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $155K.
  • Patriot Investment Management Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • Patriot Investment Management Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $155K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Patriot Investment Management Group's 13F filing for Q3 2020, filed 23 Oct 2020.