SFS
IBDH

Sowell Financial Services’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Sowell Financial Services’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-17,542
Closed -$441K – 283
2017
Q3 		$441K Sell
17,542
-112
-0.6% -$2.82K 0.12% 155
2017
Q2 		$444K Buy
17,654
+3,292
+23% +$82.9K 0.13% 149
2017
Q1 		$362K Sell
14,362
-4,037
-22% -$102K 0.11% 168
2016
Q4 		$463K Buy
+18,399
New +$463K 0.16% 123

Other funds holding IBDH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's IBDH Position: Q4 2017 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2017, closing a stake of 17,542 shares — an estimated $441K sold.

Sowell Financial Services first reported a position in IBDH in Q4 2016 and held it in 4 quarters. The position peaked at $463K in Q4 2016. 65 funds tracked by Wall St. Rank hold IBDH as of Q4 2017.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Sowell Financial Services sold 17,542 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2017, an estimated $441K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q4 2016 and held it in 4 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $463K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2017.

Based on Sowell Financial Services's 13F filing for Q4 2017, filed 29 Jan 2018.