PG
IBDL

Patten Group’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Patten 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
2018
Q3 		– Sell
-4,703
Closed -$118K – 716
2018
Q2 		$118K Hold
4,703
– – 0.05% 231
2018
Q1 		$118K Hold
4,703
– – 0.05% 229
2017
Q4 		$119K Hold
4,703
– – 0.05% 238
2017
Q3 		$120K Hold
4,703
– – 0.05% 240
2017
Q2 		$120K Buy
+4,703
New +$120K 0.05% 242

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Patten Group's IBDL Position: Q3 2018 in Review

Patten Group sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2018, closing a stake of 4,703 shares — an estimated $118K sold.

Patten Group first reported a position in IBDL in Q2 2017 and held it in 5 quarters. The position peaked at $120K in Q3 2017. 99 funds tracked by Wall St. Rank hold IBDL as of Q3 2018.

  • Patten Group reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • Patten Group sold 4,703 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2018, an estimated $118K.
  • Patten Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2017 and held it in 5 quarters.
  • Patten Group's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $120K in Q3 2017.
  • 99 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2018.

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