Proficio Capital Partners’s iShares iBonds Mar 2023 Term Corporate ETF IBDD Stock Holding History

Proficio Capital Partners’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
2019 Q3	–	Sell	-3,090	Closed	-$83K	–	1712
2019 Q2	$83K	Hold	3,090	–	–	0.03%	247
2019 Q1	$82K	Hold	3,090	–	–	0.03%	230
2018 Q4	$79K	Hold	3,090	–	–	0.04%	204
2018 Q3	$79K	Hold	3,090	–	–	0.03%	249
2018 Q2	$79K	Hold	3,090	–	–	0.03%	251
2018 Q1	$80K	Buy	+3,090	New	+$80.4K	0.02%	254

Other funds holding IBDD

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

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

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

COI

Capital One Investing Mclean, Virginia $430M AUM 3.49% 1-Year Est. Return

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

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

DADC

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

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

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

Proficio Capital Partners's IBDD Position: Q3 2019 in Review

Proficio Capital Partners sold out of iShares iBonds Mar 2023 Term Corporate ETF (IBDD) in Q3 2019, closing a stake of 3,090 shares — an estimated $83K sold.

Proficio Capital Partners first reported a position in IBDD in Q1 2018 and held it in 6 quarters. The position peaked at $83K in Q2 2019. 22 funds tracked by Wall St. Rank hold IBDD as of Q3 2019.

Proficio Capital Partners reported no remaining iShares iBonds Mar 2023 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 3,090 iShares iBonds Mar 2023 Term Corporate ETF shares in Q3 2019, an estimated $83K.
Proficio Capital Partners first reported a position in iShares iBonds Mar 2023 Term Corporate ETF in Q1 2018 and held it in 6 quarters.
Proficio Capital Partners's iShares iBonds Mar 2023 Term Corporate ETF position peaked at $83K in Q2 2019.
22 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ETF as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.