SHCM
IBDM

Stokes & Hubbell Capital Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Stokes & Hubbell Capital Management’s Portfolio IBDM Stock Details IBDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$315K Buy
+12,750
New +$313K 0.07% 114

Other funds holding IBDM

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
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.63B AUM 41.45% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Stokes & Hubbell Capital Management opened a new position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2019: 12,750 shares worth $315K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings.

149 funds tracked by Wall St. Rank hold IBDM as of Q1 2019.

  • Stokes & Hubbell Capital Management held 12,750 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $315K as of Q1 2019.
  • iShares iBonds Dec 2021 Term Corporate ETF was a new Stokes & Hubbell Capital Management position in Q1 2019.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.07% of Stokes & Hubbell Capital Management's portfolio in Q1 2019, its #114 holding.
  • 149 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2019.

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