UR
IBDN

USCA RIA’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

USCA RIA’s Portfolio IBDN Stock Details IBDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,340
Closed -$411K – 472
2017
Q3 		$411K Hold
16,340
– – 0.05% 312
2017
Q2 		$411K Hold
16,340
– – 0.05% 313
2017
Q1 		$407K Sell
16,340
-2,030
-11% -$50.4K 0.06% 300
2016
Q4 		$455K Buy
+18,370
New +$460K 0.07% 265

Other funds holding IBDN

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
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
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

USCA RIA's IBDN Position: Q4 2017 in Review

USCA RIA sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q4 2017, closing a stake of 16,340 shares — an estimated $411K sold.

USCA RIA first reported a position in IBDN in Q4 2016 and held it in 4 quarters. The position peaked at $455K in Q4 2016. 66 funds tracked by Wall St. Rank hold IBDN as of Q4 2017.

  • USCA RIA reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q4 2017 after selling out during the quarter.
  • USCA RIA sold 16,340 iShares iBonds Dec 2022 Term Corporate ETF shares in Q4 2017, an estimated $411K.
  • USCA RIA first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2016 and held it in 4 quarters.
  • USCA RIA's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $455K in Q4 2016.
  • 66 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q4 2017.

Based on USCA RIA's 13F filing for Q4 2017, filed 9 Feb 2018.