UR
IBDM

USCA RIA’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

USCA RIA’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
Q1 		– Sell
-8,469
Closed -$209K – 428
2016
Q4 		$209K Buy
+8,469
New +$211K 0.03% 355

Other funds holding IBDM

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

USCA RIA's IBDM Position: Q1 2017 in Review

USCA RIA sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2017, closing a stake of 8,469 shares — an estimated $209K sold.

USCA RIA first reported a position in IBDM in Q4 2016 and held it in 1 quarter. The position peaked at $209K in Q4 2016. 53 funds tracked by Wall St. Rank hold IBDM as of Q1 2017.

  • USCA RIA reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2017 after selling out during the quarter.
  • USCA RIA sold 8,469 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2017, an estimated $209K.
  • USCA RIA first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2016 and held it in 1 quarter.
  • USCA RIA's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $209K in Q4 2016.
  • 53 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2017.

Based on USCA RIA's 13F filing for Q1 2017, filed 1 May 2017.