WealthTrust Fairport’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

WealthTrust Fairport’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 Q1	$89K	Buy	+3,575	New	+$87.9K	0.01%	200

Other funds holding IBDN

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

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

FFA

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

WealthTrust Fairport's IBDN Position: Q1 2019 in Review

WealthTrust Fairport opened a new position in iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2019: 3,575 shares worth $89K. The stake represents 0.01% of the portfolio and ranks #200 among its holdings.

124 funds tracked by Wall St. Rank hold IBDN as of Q1 2019.

WealthTrust Fairport held 3,575 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $89K as of Q1 2019.
iShares iBonds Dec 2022 Term Corporate ETF was a new WealthTrust Fairport position in Q1 2019.
iShares iBonds Dec 2022 Term Corporate ETF made up 0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #200 holding.
124 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2019.

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