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Plante Moran Financial Advisors’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Plante Moran Financial Advisors’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-263
Closed -$6K – 797
2020
Q1 		$6K Buy
+263
New +$6.78K ﹤0.01% 550

Other funds holding IBDS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TF
TLWM Financial San Antonio, Texas $628M AUM 12.21% 1-Year Est. Return

Plante Moran Financial Advisors's IBDS Position: Q2 2020 in Review

Plante Moran Financial Advisors sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q2 2020, closing a stake of 263 shares — an estimated $6K sold.

Plante Moran Financial Advisors first reported a position in IBDS in Q1 2020 and held it in 1 quarter. The position peaked at $6K in Q1 2020. 69 funds tracked by Wall St. Rank hold IBDS as of Q2 2020.

  • Plante Moran Financial Advisors reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 263 iShares iBonds Dec 2027 Term Corporate ETF shares in Q2 2020, an estimated $6K.
  • Plante Moran Financial Advisors first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • Plante Moran Financial Advisors's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $6K in Q1 2020.
  • 69 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q2 2020.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2020, filed 10 Aug 2020.