PTCG
IBDM

Pring Turner Capital Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Pring Turner Capital Group’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,125
Closed -$247K – 48
2018
Q2 		$247K Buy
10,125
+1
+0% +$24 0.26% 45
2018
Q1 		$248K Buy
+10,124
New +$249K 0.26% 45

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pring Turner Capital Group's IBDM Position: Q3 2018 in Review

Pring Turner Capital Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2018, closing a stake of 10,125 shares — an estimated $247K sold.

Pring Turner Capital Group first reported a position in IBDM in Q1 2018 and held it in 2 quarters. The position peaked at $248K in Q1 2018. 109 funds tracked by Wall St. Rank hold IBDM as of Q3 2018.

  • Pring Turner Capital Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2018 after selling out during the quarter.
  • Pring Turner Capital Group sold 10,125 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2018, an estimated $247K.
  • Pring Turner Capital Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 2 quarters.
  • Pring Turner Capital Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $248K in Q1 2018.
  • 109 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2018.

Based on Pring Turner Capital Group's 13F filing for Q3 2018, filed 13 Nov 2018.