Seizert Capital Partners’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Seizert Capital Partners’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	-31,054	Closed	-$809K	–	242
2019 Q4	$809K	Sell	31,054 -418	-1%	-$10.9K	0.04%	140
2019 Q3	$823K	Hold	31,472	–	–	0.04%	129
2019 Q2	$822K	Hold	31,472	–	–	0.04%	136
2019 Q1	$820K	Hold	31,472	–	–	0.04%	140
2018 Q4	$816K	Hold	31,472	–	–	0.04%	135
2018 Q3	$817K	Hold	31,472	–	–	0.03%	141
2018 Q2	$815K	Hold	31,472	–	–	0.03%	140
2018 Q1	$815K	Buy	+31,472	New	+$817K	0.03%	140
2014 Q3	–	Sell	-19,556	Closed	-$516K	–	220
2014 Q2	$516K	Buy	+19,556	New	+$512K	0.01%	155

Other funds holding IBDC

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

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

Seizert Capital Partners's IBDC Position: Q1 2020 in Review

Seizert Capital Partners sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q1 2020, closing a stake of 31,054 shares — an estimated $809K sold.

Seizert Capital Partners first reported a position in IBDC in Q2 2014 and held it in 9 quarters. The position peaked at $823K in Q3 2019. 6 funds tracked by Wall St. Rank hold IBDC as of Q1 2020.

Seizert Capital Partners reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Seizert Capital Partners sold 31,054 iShares iBonds Mar 2020 Term Corporate ETF shares in Q1 2020, an estimated $809K.
Seizert Capital Partners first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q2 2014 and held it in 9 quarters.
Seizert Capital Partners's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $823K in Q3 2019.
6 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q1 2020.

Based on Seizert Capital Partners's 13F filing for Q1 2020, filed 5 May 2020.