Wagner Wealth Management (South Carolina)’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	$163K	Hold	7,000	–	–	0.11%	142
2018 Q2	$163K	Hold	7,000	–	–	0.12%	129
2018 Q1	$166K	Hold	7,000	–	–	0.13%	122
2017 Q4	$171K	Buy	+7,000	New	+$172K	0.13%	123

Other funds holding IBDR

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IBDR Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its iShares iBonds Dec 2026 Term Corporate ETF (IBDR) position steady in Q3 2018 at 7,000 shares worth $163K. The position accounts for 0.11% of the portfolio, ranked #142.

Wagner Wealth Management (South Carolina) first reported a position in IBDR in Q4 2017 and has held it in 4 quarters since. The position peaked at $171K in Q4 2017. 39 funds tracked by Wall St. Rank hold IBDR as of Q3 2018.

Wagner Wealth Management (South Carolina) held 7,000 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $163K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its iShares iBonds Dec 2026 Term Corporate ETF share count unchanged in Q3 2018.
iShares iBonds Dec 2026 Term Corporate ETF made up 0.11% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #142 holding.
Wagner Wealth Management (South Carolina) first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q4 2017 and has held it in 4 quarters since.
Wagner Wealth Management (South Carolina)'s iShares iBonds Dec 2026 Term Corporate ETF position peaked at $171K in Q4 2017.
39 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.