TCM
IBDM

Tradition Capital Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Tradition Capital Management’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
Q3 		– Sell
-20,180
Closed -$504K – 167
2017
Q2 		$504K Buy
+20,180
New +$504K 0.17% 120

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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

Tradition Capital Management's IBDM Position: Q3 2017 in Review

Tradition Capital Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2017, closing a stake of 20,180 shares — an estimated $504K sold.

Tradition Capital Management first reported a position in IBDM in Q2 2017 and held it in 1 quarter. The position peaked at $504K in Q2 2017. 67 funds tracked by Wall St. Rank hold IBDM as of Q3 2017.

  • Tradition Capital Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2017 after selling out during the quarter.
  • Tradition Capital Management sold 20,180 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2017, an estimated $504K.
  • Tradition Capital Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2017 and held it in 1 quarter.
  • Tradition Capital Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $504K in Q2 2017.
  • 67 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2017.

Based on Tradition Capital Management's 13F filing for Q3 2017, filed 3 Nov 2017.