PLFAM
IBDL

Pineno Levin & Ford Asset Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Pineno Levin & Ford Asset Management’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
-11,132
Closed -$282K – 104
2020
Q2 		$282K Hold
11,132
– – 0.12% 88
2020
Q1 		$281K Buy
11,132
+1,380
+14% +$34.8K 0.14% 80
2019
Q4 		$247K Buy
+9,752
New +$247K 0.09% 91

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

Pineno Levin & Ford Asset Management's IBDL Position: Q3 2020 in Review

Pineno Levin & Ford Asset Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 11,132 shares — an estimated $282K sold.

Pineno Levin & Ford Asset Management first reported a position in IBDL in Q4 2019 and held it in 3 quarters. The position peaked at $282K in Q2 2020. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • Pineno Levin & Ford Asset Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Pineno Levin & Ford Asset Management sold 11,132 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $282K.
  • Pineno Levin & Ford Asset Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2019 and held it in 3 quarters.
  • Pineno Levin & Ford Asset Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $282K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Pineno Levin & Ford Asset Management's 13F filing for Q3 2020, filed 21 Oct 2020.