Private Advisor Group’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-1,170	Closed	-$32K	–	3693
2020 Q2	$32K	Sell	1,170 -16,515	-93%	-$447K	﹤0.01%	2329
2020 Q1	$467K	Sell	17,685 -2,605	-13%	-$69.4K	0.01%	921
2019 Q4	$544K	Hold	20,290	–	–	0.01%	1006
2019 Q3	$545K	Buy	+20,290	New	+$543K	0.01%	1036
2019 Q2	–	Hold	0	–	–	–	976
2019 Q1	–	Hold	0	–	–	–	929
2018 Q4	–	Hold	0	–	–	–	823
2018 Q3	–	Hold	0	–	–	–	950

Other funds holding IBDD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ferris Capital Marlborough, Massachusetts $437M AUM 8.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Private Advisor Group's IBDD Position: Q3 2020 in Review

Private Advisor Group sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2020, closing a stake of 1,170 shares — an estimated $32K sold.

Private Advisor Group first reported a position in IBDD in Q3 2019 and held it in 4 quarters. The position peaked at $545K in Q3 2019. 22 funds tracked by Wall St. Rank hold IBDD as of Q3 2020.

Private Advisor Group reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
Private Advisor Group sold 1,170 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2020, an estimated $32K.
Private Advisor Group first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q3 2019 and held it in 4 quarters.
Private Advisor Group's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $545K in Q3 2019.
22 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2020.

Based on Private Advisor Group's 13F filing for Q3 2020, filed 2 Nov 2020.