SFSG
IBDL

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

Stearns Financial Services Group’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
2020
Q3 		$50K Buy
1,983
+7
+0.4% +$177 0.01% 171
2020
Q2 		$50K Buy
+1,976
New +$50K 0.01% 160

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Stearns Financial Services Group's IBDL Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) stake by 0.35% in Q3 2020, buying an estimated $177 and bringing the position to 1,983 shares worth $50K. The position accounts for 0.01% of the portfolio, ranked #171.

Stearns Financial Services Group first reported a position in IBDL in Q2 2020 and has held it in 2 quarters since. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • Stearns Financial Services Group held 1,983 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $50K as of Q3 2020.
  • Stearns Financial Services Group bought 7 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $177.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.01% of Stearns Financial Services Group's portfolio in Q3 2020, its #171 holding.
  • Stearns Financial Services Group first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and has held it in 2 quarters since.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.