SHCM
IBDL

Stokes & Hubbell Capital Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Stokes & Hubbell Capital Management’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
2019
Q1 		$227K Hold
9,000
– – 0.05% 124
2018
Q4 		$225K Buy
+9,000
New +$225K 0.05% 118

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Stokes & Hubbell Capital Management's IBDL Position: Q1 2019 in Review

Stokes & Hubbell Capital Management held its iShares iBonds Dec 2020 Term Corporate ETF (IBDL) position steady in Q1 2019 at 9,000 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #124.

Stokes & Hubbell Capital Management first reported a position in IBDL in Q4 2018 and has held it in 2 quarters since. 140 funds tracked by Wall St. Rank hold IBDL as of Q1 2019.

  • Stokes & Hubbell Capital Management held 9,000 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $227K as of Q1 2019.
  • Stokes & Hubbell Capital Management left its iShares iBonds Dec 2020 Term Corporate ETF share count unchanged in Q1 2019.
  • iShares iBonds Dec 2020 Term Corporate ETF made up 0.05% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #124 holding.
  • Stokes & Hubbell Capital Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2018 and has held it in 2 quarters since.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2019.

Based on Stokes & Hubbell Capital Management's 13F filing for Q1 2019, filed 24 Apr 2019.