SEIA
IBDL

Signature Estate & Investment Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Signature Estate & Investment Advisors’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-21,950
Closed -$556K – 167
2017
Q4 		$556K Buy
+21,950
New +$558K 0.06% 111

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Signature Estate & Investment Advisors's IBDL Position: Q1 2018 in Review

Signature Estate & Investment Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2018, closing a stake of 21,950 shares — an estimated $556K sold.

Signature Estate & Investment Advisors first reported a position in IBDL in Q4 2017 and held it in 1 quarter. The position peaked at $556K in Q4 2017. 93 funds tracked by Wall St. Rank hold IBDL as of Q1 2018.

  • Signature Estate & Investment Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 21,950 iShares iBonds Dec 2020 Term Corporate ETF shares in Q1 2018, an estimated $556K.
  • Signature Estate & Investment Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2017 and held it in 1 quarter.
  • Signature Estate & Investment Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $556K in Q4 2017.
  • 93 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2018.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2018, filed 16 Apr 2018.