Private Advisor Group’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Private Advisor Group’s Portfolio IBDC Stock Details IBDC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-29,910	Closed	-$779K	–	1685
2019 Q4	$779K	Sell	29,910 -1,315	-4%	-$34.3K	0.01%	863
2019 Q3	$816K	Buy	+31,225	New	+$815K	0.01%	876
2019 Q2	–	Hold	0	–	–	–	796
2019 Q1	–	Hold	0	–	–	–	736
2018 Q4	–	Hold	0	–	–	–	638
2018 Q3	–	Hold	0	–	–	–	742
2018 Q2	–	Hold	0	–	–	–	1069
2018 Q1	–	Hold	0	–	–	–	574
2017 Q3	–	Hold	0	–	–	–	934
2017 Q2	–	Hold	0	–	–	–	963
2017 Q1	–	Hold	0	–	–	–	1119
2016 Q4	–	Hold	0	–	–	–	1065
2016 Q3	–	Hold	0	–	–	–	694

Other funds holding IBDC

Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.08B AUM 11.73% 1-Year Est. Return

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

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

Private Advisor Group sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 29,910 shares — an estimated $779K sold.

Private Advisor Group first reported a position in IBDC in Q3 2019 and held it in 2 quarters. The position peaked at $816K in Q3 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

Private Advisor Group reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Private Advisor Group sold 29,910 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $779K.
Private Advisor Group first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q3 2019 and held it in 2 quarters.
Private Advisor Group's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $816K in Q3 2019.
6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

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