WA
IBCD

Wealthstar Advisors’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

Wealthstar Advisors’s Portfolio IBCD Stock Details IBCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-307,200
Closed -$75K – 113
2019
Q4 		$75K Buy
+307,200
New +$7.55M 0.05% 74

Other funds holding IBCD

PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
CWM
Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return