SCA
IBDL

Stonebridge Capital Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Stonebridge Capital Advisors’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 		– Sell
-1,900
Closed -$48K – 794
2020
Q2 		$48K Hold
1,900
– – 0.01% 296
2020
Q1 		$48K Hold
1,900
– – 0.01% 269
2019
Q4 		$48K Hold
1,900
– – 0.01% 328
2019
Q3 		$48K Hold
1,900
– – 0.01% 327
2019
Q2 		$48K Buy
+1,900
New +$48K 0.01% 327

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 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 $1.02B AUM 14.02% 1-Year Est. Return

Stonebridge Capital Advisors's IBDL Position: Q3 2020 in Review

Stonebridge Capital Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 1,900 shares — an estimated $48K sold.

Stonebridge Capital Advisors first reported a position in IBDL in Q2 2019 and held it in 5 quarters. The position peaked at $48K in Q2 2020. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • Stonebridge Capital Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Capital Advisors sold 1,900 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $48K.
  • Stonebridge Capital Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2019 and held it in 5 quarters.
  • Stonebridge Capital Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $48K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Stonebridge Capital Advisors's 13F filing for Q3 2020, filed 18 Nov 2020.