SSG
IBDM

Summit Securities Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Summit Securities Group’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
2017
Q2 		– Sell
-18,782
Closed -$466K – 420
2017
Q1 		$466K Buy
+18,782
New +$465K 0.13% 143

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Summit Securities Group's IBDM Position: Q2 2017 in Review

Summit Securities Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2017, closing a stake of 18,782 shares — an estimated $466K sold.

Summit Securities Group first reported a position in IBDM in Q1 2017 and held it in 1 quarter. The position peaked at $466K in Q1 2017. 61 funds tracked by Wall St. Rank hold IBDM as of Q2 2017.

  • Summit Securities Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2017 after selling out during the quarter.
  • Summit Securities Group sold 18,782 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2017, an estimated $466K.
  • Summit Securities Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2017 and held it in 1 quarter.
  • Summit Securities Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $466K in Q1 2017.
  • 61 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2017.

Based on Summit Securities Group's 13F filing for Q2 2017, filed 2 Aug 2017.