WealthTrust Fairport’s iShares iBonds Dec 2023 Term Corporate ETF IBDO Stock Holding History

WealthTrust Fairport’s Portfolio IBDO Stock Details IBDO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$0	Buy	+4	New	+$98	﹤0.01%	481

Other funds holding IBDO

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

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

WealthTrust Fairport's IBDO Position: Q1 2019 in Review

WealthTrust Fairport opened a new position in iShares iBonds Dec 2023 Term Corporate ETF (IBDO) in Q1 2019: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #481 among its holdings.

112 funds tracked by Wall St. Rank hold IBDO as of Q1 2019.

WealthTrust Fairport held 4 shares of iShares iBonds Dec 2023 Term Corporate ETF worth $0 as of Q1 2019.
iShares iBonds Dec 2023 Term Corporate ETF was a new WealthTrust Fairport position in Q1 2019.
iShares iBonds Dec 2023 Term Corporate ETF made up ﹤0.01% of WealthTrust Fairport's portfolio in Q1 2019, its #481 holding.
112 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Corporate ETF as of Q1 2019.

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