RJFSA
IBDC

Raymond James Financial Services Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Raymond James Financial Services Advisors’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-41,488
Closed -$1.08M – 2960
2019
Q4 		$1.08M Buy
41,488
+1,219
+3% +$31.8K ﹤0.01% 1504
2019
Q3 		$1.05M Sell
40,269
-34
-0.1% -$887 ﹤0.01% 1447
2019
Q2 		$1.05M Sell
40,303
-3,053
-7% -$79.5K ﹤0.01% 1473
2019
Q1 		$1.13M Buy
43,356
+1,459
+3% +$37.9K ﹤0.01% 1380
2018
Q4 		$1.09M Sell
41,897
-308
-0.7% -$7.98K 0.01% 1217
2018
Q3 		$1.09M Buy
42,205
+1,440
+4% +$37.4K ﹤0.01% 1406
2018
Q2 		$1.05M Buy
40,765
+1,275
+3% +$33K 0.01% 1392
2018
Q1 		$1.02M Buy
39,490
+516
+1% +$13.4K 0.01% 1289
2017
Q4 		$1.02M Buy
38,974
+7,950
+26% +$208K 0.01% 1300
2017
Q3 		$815K Buy
31,024
+14,791
+91% +$389K 0.01% 1430
2017
Q2 		$426K Buy
16,233
+571
+4% +$15K ﹤0.01% 1779
2017
Q1 		$410K Buy
15,662
+6,914
+79% +$181K ﹤0.01% 1698
2016
Q4 		$228K Buy
+8,748
New +$229K ﹤0.01% 1981

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Raymond James Financial Services Advisors's IBDC Position: Q1 2020 in Review

Raymond James Financial Services Advisors sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 41,488 shares — an estimated $1.08M sold.

Raymond James Financial Services Advisors first reported a position in IBDC in Q4 2016 and held it in 13 quarters. The position peaked at $1.13M in Q1 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • Raymond James Financial Services Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 41,488 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $1.08M.
  • Raymond James Financial Services Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2016 and held it in 13 quarters.
  • Raymond James Financial Services Advisors's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $1.13M in Q1 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2020, filed 21 Apr 2020.