UBS Group
IBCD

UBS Group’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

UBS Group’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-683,587
Closed -$16.8M – 8899
2019
Q4 		$16.8M Buy
683,587
+9,104
+1% +$224K 0.01% 1495
2019
Q3 		$16.6M Buy
674,483
+11,502
+2% +$283K 0.01% 1376
2019
Q2 		$16.3M Sell
662,981
-351
-0.1% -$8.62K 0.01% 1361
2019
Q1 		$16.3M Buy
663,332
+30,013
+5% +$735K 0.01% 1287
2018
Q4 		$15.4M Sell
633,319
-2,521
-0.4% -$61.4K 0.01% 1261
2018
Q3 		$15.5M Buy
635,840
+21,962
+4% +$535K 0.01% 1400
2018
Q2 		$14.9M Sell
613,878
-22,830
-4% -$555K 0.01% 1389
2018
Q1 		$15.5M Buy
636,708
+113,587
+22% +$2.77M 0.01% 1333
2017
Q4 		$12.8M Sell
523,121
-66,473
-11% -$1.63M 0.01% 1531
2017
Q3 		$14.5M Buy
589,594
+421,601
+251% +$10.4M 0.01% 1326
2017
Q2 		$4.14M Buy
167,993
+9,774
+6% +$241K ﹤0.01% 2323
2017
Q1 		$3.9M Buy
158,219
+15,879
+11% +$391K ﹤0.01% 2304
2016
Q4 		$3.5M Buy
142,340
+37,211
+35% +$920K ﹤0.01% 2403
2016
Q3 		$2.62M Buy
105,129
+84,409
+407% +$2.11M ﹤0.01% 2596
2016
Q2 		$520K Buy
20,720
+18,712
+932% +$466K ﹤0.01% 3856
2016
Q1 		$50K Sell
2,008
-3,028
-60% -$74.2K ﹤0.01% 5523
2015
Q4 		$123K Hold
5,036
– – ﹤0.01% 5057
2015
Q3 		$124K Sell
5,036
-3,172
-39% -$78K ﹤0.01% 5047
2015
Q2 		$202K Buy
8,208
+1,988
+32% +$49.3K ﹤0.01% 4860
2015
Q1 		$156K Sell
6,220
-856
-12% -$21.3K ﹤0.01% 5077
2014
Q4 		$174K Buy
+7,076
New +$174K ﹤0.01% 5173

Other funds holding IBCD

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

UBS Group's IBCD Position: Q1 2020 in Review

UBS Group sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2020, closing a stake of 683,587 shares — an estimated $16.8M sold.

UBS Group first reported a position in IBCD in Q4 2014 and held it in 21 quarters. The position peaked at $16.8M in Q4 2019. 5 funds tracked by Wall St. Rank hold IBCD as of Q1 2020.

  • UBS Group reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2020 after selling out during the quarter.
  • UBS Group sold 683,587 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2020, an estimated $16.8M.
  • UBS Group first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q4 2014 and held it in 21 quarters.
  • UBS Group's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $16.8M in Q4 2019.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2020.

Based on UBS Group's 13F filing for Q1 2020, filed 1 May 2020.