RWM
IBDC

Ritholtz Wealth Management’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Ritholtz Wealth Management’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
-40,650
Closed -$1.06M – 212
2019
Q4 		$1.06M Buy
40,650
+3,772
+10% +$98.4K 0.15% 50
2019
Q3 		$964K Sell
36,878
-776
-2% -$20.2K 0.16% 52
2019
Q2 		$983K Buy
37,654
+3,660
+11% +$95.3K 0.17% 44
2019
Q1 		$886K Buy
33,994
+1,948
+6% +$50.7K 0.16% 47
2018
Q4 		$831K Buy
32,046
+665
+2% +$17.2K 0.19% 44
2018
Q3 		$814K Buy
31,381
+60
+0.2% +$1.56K 0.21% 41
2018
Q2 		$810K Buy
31,321
+1,570
+5% +$40.7K 0.22% 40
2018
Q1 		$771K Buy
29,751
+1,170
+4% +$30.4K 0.22% 44
2017
Q4 		$745K Sell
28,581
-14
-0% -$366 0.22% 55
2017
Q3 		$751K Sell
28,595
-2,425
-8% -$63.7K 0.28% 31
2017
Q2 		$814K Buy
+31,020
New +$813K 0.34% 29
2016
Q4 		$479K Buy
+18,345
New +$481K 0.25% 44

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

Ritholtz Wealth Management's IBDC Position: Q1 2020 in Review

Ritholtz Wealth Management sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 40,650 shares — an estimated $1.06M sold.

Ritholtz Wealth Management first reported a position in IBDC in Q4 2016 and held it in 12 quarters. The position peaked at $1.06M in Q4 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

  • Ritholtz Wealth Management reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • Ritholtz Wealth Management sold 40,650 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $1.06M.
  • Ritholtz Wealth Management first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2016 and held it in 12 quarters.
  • Ritholtz Wealth Management's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $1.06M in Q4 2019.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Ritholtz Wealth Management's 13F filing for Q1 2020, filed 9 Apr 2020.