Proficio Capital Partners’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Proficio Capital Partners’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,420	Closed	-$36K	–	777
2019 Q2	$36K	Sell	1,420 -770	-35%	-$18.8K	0.01%	483
2019 Q1	$53K	Hold	2,190	–	–	0.02%	328
2018 Q4	$50K	Hold	2,190	–	–	0.02%	295
2018 Q3	$51K	Hold	2,190	–	–	0.02%	348
2018 Q2	$51K	Sell	2,190 -6,211	-74%	-$145K	0.02%	350
2018 Q1	$199K	Buy	8,401 +7,695	+1,090%	+$184K	0.06%	129
2017 Q4	$17K	Hold	706	–	–	0.01%	632
2017 Q3	$17K	Hold	706	–	–	0.01%	637
2017 Q2	$17K	Hold	706	–	–	0.01%	651
2017 Q1	$17K	Buy	+706	New	+$16.9K	0.01%	666

Other funds holding IBDR

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

CIM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

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

Proficio Capital Partners sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2019, closing a stake of 1,420 shares — an estimated $36K sold.

Proficio Capital Partners first reported a position in IBDR in Q1 2017 and held it in 10 quarters. The position peaked at $199K in Q1 2018. 60 funds tracked by Wall St. Rank hold IBDR as of Q3 2019.

Proficio Capital Partners reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
Proficio Capital Partners sold 1,420 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2019, an estimated $36K.
Proficio Capital Partners first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2017 and held it in 10 quarters.
Proficio Capital Partners's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $199K in Q1 2018.
60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2019.

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