Princeton Global Asset Management’s iShares iBonds 2021 Term High Yield and Income ETF IBHA Stock Holding History

Princeton Global Asset Management’s Portfolio IBHA Stock Details IBHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-28,330	Closed	-$654K	–	573
2020 Q1	$654K	Buy	28,330 +4,680	+20%	+$115K	0.29%	101
2019 Q4	$590	Buy	+23,650	New	+$589K	0.24%	101

Other funds holding IBHA

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

Linscomb Wealth Houston, Texas $2.25B AUM 23.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Princeton Global Asset Management's IBHA Position: Q2 2020 in Review

Princeton Global Asset Management sold out of iShares iBonds 2021 Term High Yield and Income ETF (IBHA) in Q2 2020, closing a stake of 28,330 shares — an estimated $654K sold.

Princeton Global Asset Management first reported a position in IBHA in Q4 2019 and held it in 2 quarters. The position peaked at $654K in Q1 2020. 12 funds tracked by Wall St. Rank hold IBHA as of Q2 2020.

Princeton Global Asset Management reported no remaining iShares iBonds 2021 Term High Yield and Income ETF position as of Q2 2020 after selling out during the quarter.
Princeton Global Asset Management sold 28,330 iShares iBonds 2021 Term High Yield and Income ETF shares in Q2 2020, an estimated $654K.
Princeton Global Asset Management first reported a position in iShares iBonds 2021 Term High Yield and Income ETF in Q4 2019 and held it in 2 quarters.
Princeton Global Asset Management's iShares iBonds 2021 Term High Yield and Income ETF position peaked at $654K in Q1 2020.
12 funds tracked by Wall St. Rank held iShares iBonds 2021 Term High Yield and Income ETF as of Q2 2020.

Based on Princeton Global Asset Management's 13F filing for Q2 2020, filed 11 Aug 2020.