VisionPoint Advisory Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

VisionPoint Advisory Group’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
2019 Q3	–	Sell	-9,345	Closed	-$233K	–	142
2019 Q2	$233K	Sell	9,345 -9,500	-50%	-$235K	0.07%	117
2019 Q1	$466K	Sell	18,845 -3,300	-15%	-$81K	0.13%	76
2018 Q4	$539K	Buy	+22,145	New	+$537K	0.17%	61

Other funds holding IBDM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

VisionPoint Advisory Group's IBDM Position: Q3 2019 in Review

VisionPoint Advisory Group sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2019, closing a stake of 9,345 shares — an estimated $233K sold.

VisionPoint Advisory Group first reported a position in IBDM in Q4 2018 and held it in 3 quarters. The position peaked at $539K in Q4 2018. 161 funds tracked by Wall St. Rank hold IBDM as of Q3 2019.

VisionPoint Advisory Group reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
VisionPoint Advisory Group sold 9,345 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2019, an estimated $233K.
VisionPoint Advisory Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 3 quarters.
VisionPoint Advisory Group's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $539K in Q4 2018.
161 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2019.

Based on VisionPoint Advisory Group's 13F filing for Q3 2019, filed 14 Nov 2019.