Squar Milner Financial Services’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Squar Milner Financial Services’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-6,666	Closed	-$163K	–	431
2020 Q1	$163K	Hold	6,666	–	–	0.1%	194
2019 Q4	$170K	Buy	+6,666	New	+$170K	0.08%	225
2019 Q3	–	Sell	-6,666	Closed	-$167K	–	435
2019 Q2	$167K	Hold	6,666	–	–	0.11%	187
2019 Q1	$161K	Buy	+6,666	New	+$158K	0.12%	191

Other funds holding IBDR

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Squar Milner Financial Services's IBDR Position: Q2 2020 in Review

Squar Milner Financial Services sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q2 2020, closing a stake of 6,666 shares — an estimated $163K sold.

Squar Milner Financial Services first reported a position in IBDR in Q1 2019 and held it in 4 quarters. The position peaked at $170K in Q4 2019. 78 funds tracked by Wall St. Rank hold IBDR as of Q2 2020.

Squar Milner Financial Services reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 6,666 iShares iBonds Dec 2026 Term Corporate ETF shares in Q2 2020, an estimated $163K.
Squar Milner Financial Services first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2019 and held it in 4 quarters.
Squar Milner Financial Services's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $170K in Q4 2019.
78 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.