Stifel Financial’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Stifel Financial’s Portfolio IBCD Stock Details IBCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-13,619	Closed	-$336K	–	3060
2019 Q2	$336K	Sell	13,619 -253	-2%	-$6.21K	﹤0.01%	2438
2019 Q1	$342K	Buy	13,872 +433	+3%	+$10.6K	﹤0.01%	2284
2018 Q4	$327K	Sell	13,439 -237	-2%	-$5.78K	﹤0.01%	2182
2018 Q3	$336K	Buy	13,676 +1,006	+8%	+$24.5K	﹤0.01%	2296
2018 Q2	$310K	Buy	12,670 +696	+6%	+$16.9K	﹤0.01%	2274
2018 Q1	$293K	Buy	11,974 +3,236	+37%	+$79K	﹤0.01%	2270
2017 Q4	$215K	Buy	+8,738	New	+$215K	﹤0.01%	2400

Other funds holding IBCD

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stifel Financial's IBCD Position: Q3 2019 in Review

Stifel Financial sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q3 2019, closing a stake of 13,619 shares — an estimated $336K sold.

Stifel Financial first reported a position in IBCD in Q4 2017 and held it in 7 quarters. The position peaked at $342K in Q1 2019. 18 funds tracked by Wall St. Rank hold IBCD as of Q3 2019.

Stifel Financial reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q3 2019 after selling out during the quarter.
Stifel Financial sold 13,619 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q3 2019, an estimated $336K.
Stifel Financial first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q4 2017 and held it in 7 quarters.
Stifel Financial's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $342K in Q1 2019.
18 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q3 2019.

Based on Stifel Financial's 13F filing for Q3 2019, filed 13 Nov 2019.