SAM
IBDN

Security Asset Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Security Asset Management’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-32,425
Closed -$818K – 87
2019
Q2 		$818K Hold
32,425
– – 0.52% 51
2019
Q1 		$808K Buy
+32,425
New +$797K 0.53% 52

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Security Asset Management's IBDN Position: Q3 2019 in Review

Security Asset Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2019, closing a stake of 32,425 shares — an estimated $818K sold.

Security Asset Management first reported a position in IBDN in Q1 2019 and held it in 2 quarters. The position peaked at $818K in Q2 2019. 140 funds tracked by Wall St. Rank hold IBDN as of Q3 2019.

  • Security Asset Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Security Asset Management sold 32,425 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2019, an estimated $818K.
  • Security Asset Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q1 2019 and held it in 2 quarters.
  • Security Asset Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $818K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2019.

Based on Security Asset Management's 13F filing for Q3 2019, filed 23 Oct 2019.