WAM
IBDN

Wealthspire Advisors (Maryland)’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-423
Closed -$11K – 2501
2019
Q1 		$11K Hold
423
– – ﹤0.01% 1514
2018
Q4 		$10K Hold
423
– – ﹤0.01% 1488
2018
Q3 		$10K Hold
423
– – ﹤0.01% 1543
2018
Q2 		$10K Hold
423
– – ﹤0.01% 1565
2018
Q1 		$10K Hold
423
– – ﹤0.01% 1593
2017
Q4 		$11K Hold
423
– – ﹤0.01% 1572
2017
Q3 		$11K Hold
423
– – ﹤0.01% 1561
2017
Q2 		$11K Buy
+423
New +$10.6K ﹤0.01% 1513

Other funds holding IBDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IBDN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2019, closing a stake of 423 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in IBDN in Q2 2017 and held it in 8 quarters. The position peaked at $11K in Q1 2019. 130 funds tracked by Wall St. Rank hold IBDN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 423 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s iShares iBonds Dec 2022 Term Corporate ETF position peaked at $11K in Q1 2019.
  • 130 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.