SEI Investments
IBDN

SEI Investments’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

SEI Investments’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
2018
Q1 		– Sell
-151
Closed -$4K – 3875
2017
Q4 		$4K Buy
+151
New +$3.79K ﹤0.01% 3019

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return

SEI Investments's IBDN Position: Q1 2018 in Review

SEI Investments sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2018, closing a stake of 151 shares — an estimated $4K sold.

SEI Investments first reported a position in IBDN in Q4 2017 and held it in 1 quarter. The position peaked at $4K in Q4 2017. 79 funds tracked by Wall St. Rank hold IBDN as of Q1 2018.

  • SEI Investments reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • SEI Investments sold 151 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2018, an estimated $4K.
  • SEI Investments first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2017 and held it in 1 quarter.
  • SEI Investments's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $4K in Q4 2017.
  • 79 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2018.

Based on SEI Investments's 13F filing for Q1 2018, filed 11 May 2018.