TCM
IBDH

Tradition Capital Management’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Tradition Capital Management’s Portfolio IBDH Stock Details IBDH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-40,863
Closed -$1.03M – 191
2017
Q3 		$1.03M Sell
40,863
-14,805
-27% -$373K 0.33% 84
2017
Q2 		$1.4M Buy
+55,668
New +$1.4M 0.46% 71

Other funds holding IBDH

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
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Tradition Capital Management's IBDH Position: Q4 2017 in Review

Tradition Capital Management sold out of iShares iBonds Dec 2018 Term Corporate ETF (IBDH) in Q4 2017, closing a stake of 40,863 shares — an estimated $1.03M sold.

Tradition Capital Management first reported a position in IBDH in Q2 2017 and held it in 2 quarters. The position peaked at $1.4M in Q2 2017. 65 funds tracked by Wall St. Rank hold IBDH as of Q4 2017.

  • Tradition Capital Management reported no remaining iShares iBonds Dec 2018 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • Tradition Capital Management sold 40,863 iShares iBonds Dec 2018 Term Corporate ETF shares in Q4 2017, an estimated $1.03M.
  • Tradition Capital Management first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2017 and held it in 2 quarters.
  • Tradition Capital Management's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $1.4M in Q2 2017.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q4 2017.

Based on Tradition Capital Management's 13F filing for Q4 2017, filed 6 Feb 2018.