WA
IBDC

Wealthstar Advisors’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Wealthstar Advisors’s Portfolio IBDC Stock Details IBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,348
Closed -$244K – 112
2019
Q3 		$243K Hold
9,348
– – 0.14% 55
2019
Q2 		$243K Hold
9,348
– – 0.14% 51
2019
Q1 		$243K Sell
9,348
-800
-8% -$20.8K 0.15% 48
2018
Q4 		$262K Hold
10,148
– – 0.2% 41
2018
Q3 		$263K Hold
10,148
– – 0.15% 47
2018
Q2 		$264K Hold
10,148
– – 0.08% 48
2018
Q1 		$263K Buy
+10,148
New +$263K 0.08% 37

Other funds holding IBDC

GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
TWA
Tillar-Wenstrup Advisors Centerville, Ohio $207M AUM 11.89% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
PCG
Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return
AIC
Ameritas Investment Company Lincoln, Nebraska $2.17B AUM 26.5% 1-Year Est. Return

Wealthstar Advisors's IBDC Position: Q4 2019 in Review

Wealthstar Advisors sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q4 2019, closing a stake of 9,348 shares — an estimated $244K sold.

Wealthstar Advisors first reported a position in IBDC in Q1 2018 and held it in 7 quarters. The position peaked at $264K in Q2 2018. 40 funds tracked by Wall St. Rank hold IBDC as of Q4 2019.

  • Wealthstar Advisors reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Wealthstar Advisors sold 9,348 iShares iBonds Mar 2020 Term Corporate ETF shares in Q4 2019, an estimated $244K.
  • Wealthstar Advisors first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q1 2018 and held it in 7 quarters.
  • Wealthstar Advisors's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $264K in Q2 2018.
  • 40 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q4 2019.

Based on Wealthstar Advisors's 13F filing for Q4 2019, filed 23 Jan 2020.