WAP
IBDB

Wealthcare Advisory Partners’s iShares iBonds Mar 2018 Term Corporate ETF IBDB Stock Holding History

Wealthcare Advisory Partners’s Portfolio IBDB Stock Details IBDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-800
Closed -$20K – 1323
2017
Q4 		$20K Hold
800
– – 0.01% 545
2017
Q3 		$20K Buy
+800
New +$20.5K 0.01% 435

Other funds holding IBDB

CCM
Cribstone Capital Management Augusta, Maine $172M AUM 13.58% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
CMBA
C.M. Bidwell & Associates Honolulu, Hawaii $214M AUM 18.82% 1-Year Est. Return
NSB
Norway Savings Bank Portland, Maine $239M AUM 41.7% 1-Year Est. Return

Wealthcare Advisory Partners's IBDB Position: Q1 2018 in Review

Wealthcare Advisory Partners sold out of iShares iBonds Mar 2018 Term Corporate ETF (IBDB) in Q1 2018, closing a stake of 800 shares — an estimated $20K sold.

Wealthcare Advisory Partners first reported a position in IBDB in Q3 2017 and held it in 2 quarters. The position peaked at $20K in Q4 2017. 6 funds tracked by Wall St. Rank hold IBDB as of Q1 2018.

  • Wealthcare Advisory Partners reported no remaining iShares iBonds Mar 2018 Term Corporate ETF position as of Q1 2018 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 800 iShares iBonds Mar 2018 Term Corporate ETF shares in Q1 2018, an estimated $20K.
  • Wealthcare Advisory Partners first reported a position in iShares iBonds Mar 2018 Term Corporate ETF in Q3 2017 and held it in 2 quarters.
  • Wealthcare Advisory Partners's iShares iBonds Mar 2018 Term Corporate ETF position peaked at $20K in Q4 2017.
  • 6 funds tracked by Wall St. Rank held iShares iBonds Mar 2018 Term Corporate ETF as of Q1 2018.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2018, filed 15 May 2018.