SB
IBDM

Suntrust Banks’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Suntrust Banks’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
Q3 		$1.33M Buy
54,618
+2,918
+6% +$72.7K 0.01% 685
2019
Q2 		$1.25M Buy
51,700
+5,931
+13% +$147K 0.01% 711
2019
Q1 		$1.11M Buy
45,769
+23,324
+104% +$572K 0.01% 726
2018
Q4 		$545K Buy
+22,445
New +$544K ﹤0.01% 860

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Suntrust Banks's IBDM Position: Q3 2019 in Review

Suntrust Banks increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 5.6% in Q3 2019, buying an estimated $72.7K and bringing the position to 54,618 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #685.

Suntrust Banks first reported a position in IBDM in Q4 2018 and has held it in 4 quarters since. 161 funds tracked by Wall St. Rank hold IBDM as of Q3 2019.

  • Suntrust Banks held 54,618 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $1.33M as of Q3 2019.
  • Suntrust Banks bought 2,918 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2019, an estimated $72.7K.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.01% of Suntrust Banks's portfolio in Q3 2019, its #685 holding.
  • Suntrust Banks first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and has held it in 4 quarters since.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.