SWP
IBDC

Stratos Wealth Partners’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Stratos Wealth Partners’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,850
Closed -$100K – 2863
2018
Q3 		$100K Buy
+3,850
New +$99.9K ﹤0.01% 1131

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Stratos Wealth Partners's IBDC Position: Q4 2018 in Review

Stratos Wealth Partners sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q4 2018, closing a stake of 3,850 shares — an estimated $100K sold.

Stratos Wealth Partners first reported a position in IBDC in Q3 2018 and held it in 1 quarter. The position peaked at $100K in Q3 2018. 37 funds tracked by Wall St. Rank hold IBDC as of Q4 2018.

  • Stratos Wealth Partners reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 3,850 iShares iBonds Mar 2020 Term Corporate ETF shares in Q4 2018, an estimated $100K.
  • Stratos Wealth Partners first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q3 2018 and held it in 1 quarter.
  • Stratos Wealth Partners's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $100K in Q3 2018.
  • 37 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.