PG
IBDH

Patten Group’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Patten Group’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,714
Closed -$118K – 733
2018
Q2 		$118K Hold
4,714
– – 0.05% 235
2018
Q1 		$119K Hold
4,714
– – 0.05% 228
2017
Q4 		$118K Hold
4,714
– – 0.05% 240
2017
Q3 		$119K Hold
4,714
– – 0.05% 242
2017
Q2 		$119K Buy
+4,714
New +$119K 0.05% 244

Other funds holding IBDH

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Patten Group's IBDH Position: Q3 2018 in Review

Patten Group sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q3 2018, closing a stake of 4,714 shares — an estimated $118K sold.

Patten Group first reported a position in IBDH in Q2 2017 and held it in 5 quarters. The position peaked at $119K in Q1 2018. 70 funds tracked by Wall St. Rank hold IBDH as of Q3 2018.

  • Patten Group reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • Patten Group sold 4,714 iShares iBonds Dec 2018 Term Corporate ETF shares in Q3 2018, an estimated $118K.
  • Patten Group first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2017 and held it in 5 quarters.
  • Patten Group's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $119K in Q1 2018.
  • 70 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q3 2018.

Based on Patten Group's 13F filing for Q3 2018, filed 14 Nov 2018.