RJFSA
IBDB

Raymond James Financial Services Advisors’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBDB Stock Details IBDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-51,740
Closed -$1.32M – 2812
2017
Q4 		$1.32M Sell
51,740
-1,386
-3% -$35.4K 0.01% 1126
2017
Q3 		$1.36M Sell
53,126
-5,168
-9% -$132K 0.01% 1115
2017
Q2 		$1.49M Sell
58,294
-1,498
-3% -$38.4K 0.01% 1023
2017
Q1 		$1.53M Buy
59,792
+2,656
+5% +$68.1K 0.01% 951
2016
Q4 		$1.46M Sell
57,136
-2,703
-5% -$69.3K 0.01% 922
2016
Q3 		$1.54M Sell
59,839
-6,669
-10% -$172K 0.01% 875
2016
Q2 		$1.71M Buy
66,508
+4,576
+7% +$118K 0.02% 810
2016
Q1 		$1.59M Buy
61,932
+13,140
+27% +$337K 0.02% 722
2015
Q4 		$1.25M Buy
48,792
+8,620
+21% +$221K 0.01% 830
2015
Q3 		$1.03M Buy
+40,172
New +$1.03M 0.02% 762

Other funds holding IBDB

CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Raymond James Financial Services Advisors's IBDB Position: Q1 2018 in Review

Raymond James Financial Services Advisors sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 51,740 shares — an estimated $1.32M sold.

Raymond James Financial Services Advisors first reported a position in IBDB in Q3 2015 and held it in 10 quarters. The position peaked at $1.71M in Q2 2016. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

  • Raymond James Financial Services Advisors reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 51,740 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $1.32M.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q3 2015 and held it in 10 quarters.
  • Raymond James Financial Services Advisors's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $1.71M in Q2 2016.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.