PAG
IBDC

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

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
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.