SFS
IBDL

Sowell Financial Services’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Sowell Financial Services’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
2017
Q4 		– Sell
-15,537
Closed -$396K – 280
2017
Q3 		$396K Sell
15,537
-566
-4% -$14.5K 0.1% 163
2017
Q2 		$411K Sell
16,103
-846
-5% -$21.6K 0.12% 156
2017
Q1 		$433K Sell
16,949
-3,998
-19% -$101K 0.13% 151
2016
Q4 		$531K Buy
+20,947
New +$533K 0.18% 115

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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 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 $94.2B AUM 21.24% 1-Year Est. Return
LFS
Lutz Financial Services Omaha, Nebraska $1.49B AUM 10.4% 1-Year Est. Return

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

Sowell Financial Services sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q4 2017, closing a stake of 15,537 shares — an estimated $396K sold.

Sowell Financial Services first reported a position in IBDL in Q4 2016 and held it in 4 quarters. The position peaked at $531K in Q4 2016. 75 funds tracked by Wall St. Rank hold IBDL as of Q4 2017.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Sowell Financial Services sold 15,537 iShares iBonds Dec 2020 Term Corporate ETF shares in Q4 2017, an estimated $396K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2016 and held it in 4 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $531K in Q4 2016.
  • 75 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q4 2017.

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