Raymond James Financial Services Advisors’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBCD Stock Details IBCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-9,588	Closed	-$236K	–	2633
2017 Q1	$236K	Buy	+9,588	New	+$236K	﹤0.01%	2041
2016 Q4	–	Sell	-8,980	Closed	-$224K	–	2507
2016 Q3	$224K	Sell	8,980 -1,272	-12%	-$31.8K	﹤0.01%	1973
2016 Q2	$257K	Buy	+10,252	New	+$255K	﹤0.01%	1822

Other funds holding IBCD

CIM

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VKH

Virtu KCG Holdings New York $3.6B AUM 19.31% 1-Year Est. Return

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

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

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial Services Advisors's IBCD Position: Q2 2017 in Review

Raymond James Financial Services Advisors sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q2 2017, closing a stake of 9,588 shares — an estimated $236K sold.

Raymond James Financial Services Advisors first reported a position in IBCD in Q2 2016 and held it in 3 quarters. The position peaked at $257K in Q2 2016. 20 funds tracked by Wall St. Rank hold IBCD as of Q2 2017.

Raymond James Financial Services Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q2 2017 after selling out during the quarter.
Raymond James Financial Services Advisors sold 9,588 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q2 2017, an estimated $236K.
Raymond James Financial Services Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2016 and held it in 3 quarters.
Raymond James Financial Services Advisors's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $257K in Q2 2016.
20 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q2 2017.

Based on Raymond James Financial Services Advisors's 13F filing for Q2 2017, filed 15 Aug 2017.