WealthTrust Fairport’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

WealthTrust Fairport’s Portfolio IBDL Stock Details IBDL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$57K	Buy	+2,247	New	+$56.5K	0.01%	227

Other funds holding IBDL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RVPG

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

WealthTrust Fairport's IBDL Position: Q1 2019 in Review

WealthTrust Fairport opened a new position in iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q1 2019: 2,247 shares worth $57K. The stake represents 0.01% of the portfolio and ranks #227 among its holdings.

140 funds tracked by Wall St. Rank hold IBDL as of Q1 2019.

WealthTrust Fairport held 2,247 shares of iShares iBonds Dec 2020 Term Corporate ETF worth $57K as of Q1 2019.
iShares iBonds Dec 2020 Term Corporate ETF was a new WealthTrust Fairport position in Q1 2019.
iShares iBonds Dec 2020 Term Corporate ETF made up 0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #227 holding.
140 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q1 2019.

Based on WealthTrust Fairport's 13F filing for Q1 2019, filed 15 May 2019.