SS
IBDL

Simplicity Solutions’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Simplicity Solutions’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
2019
Q2 		– Sell
-12,000
Closed -$303K – 913
2019
Q1 		$303K Buy
+12,000
New +$302K 0.02% 534

Other funds holding IBDL

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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Simplicity Solutions's IBDL Position: Q2 2019 in Review

Simplicity Solutions sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q2 2019, closing a stake of 12,000 shares — an estimated $303K sold.

Simplicity Solutions first reported a position in IBDL in Q1 2019 and held it in 1 quarter. The position peaked at $303K in Q1 2019. 139 funds tracked by Wall St. Rank hold IBDL as of Q2 2019.

  • Simplicity Solutions reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • Simplicity Solutions sold 12,000 iShares iBonds Dec 2020 Term Corporate ETF shares in Q2 2019, an estimated $303K.
  • Simplicity Solutions first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q1 2019 and held it in 1 quarter.
  • Simplicity Solutions's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $303K in Q1 2019.
  • 139 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q2 2019.

Based on Simplicity Solutions's 13F filing for Q2 2019, filed 8 Aug 2019.