PAG
IBCD

Private Advisor Group’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Private Advisor Group’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,662
Closed -$238K – 1695
2019
Q4 		$238K Buy
+9,662
New +$238K ﹤0.01% 1403
2014
Q3 		– Hold
0
– – – 1028

Other funds holding IBCD

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Private Advisor Group's IBCD Position: Q1 2020 in Review

Private Advisor Group sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2020, closing a stake of 9,662 shares — an estimated $238K sold.

Private Advisor Group first reported a position in IBCD in Q4 2019 and held it in 1 quarter. The position peaked at $238K in Q4 2019. 5 funds tracked by Wall St. Rank hold IBCD as of Q1 2020.

  • Private Advisor Group reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2020 after selling out during the quarter.
  • Private Advisor Group sold 9,662 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2020, an estimated $238K.
  • Private Advisor Group first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q4 2019 and held it in 1 quarter.
  • Private Advisor Group's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $238K in Q4 2019.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2020.

Based on Private Advisor Group's 13F filing for Q1 2020, filed 12 May 2020.