UR
IBDO

USCA RIA’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

USCA RIA’s Portfolio IBDO Stock Details IBDO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,966
Closed -$246K – 423
2016
Q4 		$246K Buy
+9,966
New +$250K 0.04% 344

Other funds holding IBDO

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

USCA RIA's IBDO Position: Q1 2017 in Review

USCA RIA sold out of iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2017, closing a stake of 9,966 shares — an estimated $246K sold.

USCA RIA first reported a position in IBDO in Q4 2016 and held it in 1 quarter. The position peaked at $246K in Q4 2016. 32 funds tracked by Wall St. Rank hold IBDO as of Q1 2017.

  • USCA RIA reported no remaining iShares iBonds Dec 2023 Term Corporate ETF position as of Q1 2017 after selling out during the quarter.
  • USCA RIA sold 9,966 iShares iBonds Dec 2023 Term Corporate ETF shares in Q1 2017, an estimated $246K.
  • USCA RIA first reported a position in iShares iBonds Dec 2023 Term Corporate ETF in Q4 2016 and held it in 1 quarter.
  • USCA RIA's iShares iBonds Dec 2023 Term Corporate ETF position peaked at $246K in Q4 2016.
  • 32 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2017.

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