Private Capital Group’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

Private Capital Group’s Portfolio IBCE Stock Details IBCE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-9,751	Closed	-$237K	–	2198
2022 Q1	$237K	Hold	9,751	–	–	0.05%	200
2021 Q4	$239K	Hold	9,751	–	–	0.05%	217
2021 Q3	$241K	Hold	9,751	–	–	0.05%	204
2021 Q2	$242K	Hold	9,751	–	–	0.06%	203
2021 Q1	$243K	Hold	9,751	–	–	0.06%	186
2020 Q4	$244K	Hold	9,751	–	–	0.05%	269
2020 Q3	$245K	Hold	9,751	–	–	0.05%	238
2020 Q2	$245K	Hold	9,751	–	–	0.05%	237
2020 Q1	$238K	Buy	9,751 +4,013	+70%	+$98.1K	0.06%	218
2019 Q4	$140K	Hold	5,738	–	–	0.03%	356
2019 Q3	$141K	Buy	+5,738	New	+$141K	0.03%	375
2019 Q2	–	Sell	-5,738	Closed	-$138K	–	2551
2019 Q1	$138K	Sell	5,738 -248	-4%	-$5.91K	0.03%	369
2018 Q4	$141K	Hold	5,986	–	–	0.03%	305
2018 Q3	$140K	Buy	+5,986	New	+$141K	0.03%	334

Other funds holding IBCE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RFN

Redwood Financial Network Solon, Ohio $153M AUM 17.17% 1-Year Est. Return

IFG Advisory Atlanta, Georgia $34.9M AUM 20.48% 1-Year Est. Return

APC

Asset Planning Corporation Knoxville, Tennessee $211M AUM 7.33% 1-Year Est. Return

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

Private Capital Group's IBCE Position: Q2 2022 in Review

Private Capital Group sold out of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) in Q2 2022, closing a stake of 9,751 shares — an estimated $237K sold.

Private Capital Group first reported a position in IBCE in Q3 2018 and held it in 14 quarters. The position peaked at $245K in Q3 2020. 17 funds tracked by Wall St. Rank hold IBCE as of Q2 2022.

Private Capital Group reported no remaining iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position as of Q2 2022 after selling out during the quarter.
Private Capital Group sold 9,751 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q2 2022, an estimated $237K.
Private Capital Group first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q3 2018 and held it in 14 quarters.
Private Capital Group's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $245K in Q3 2020.
17 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q2 2022.

Based on Private Capital Group's 13F filing for Q2 2022, filed 28 Jul 2022.