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

Wells Fargo’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
2019 Q4	–	Sell	-375	Closed	-$9.22K	–	7069
2019 Q3	$9K	Buy	375 +374	+37,400%	+$9.2K	﹤0.01%	5972
2019 Q2	$0	Hold	1	–	–	﹤0.01%	6869
2019 Q1	$0	Buy	+1	New	+$24	﹤0.01%	6791
2018 Q2	–	Sell	-676	Closed	-$16K	–	6852
2018 Q1	$16K	Buy	676 +332	+97%	+$8.1K	﹤0.01%	5863
2017 Q4	$8K	Hold	344	–	–	﹤0.01%	5986
2017 Q3	$8K	Hold	344	–	–	﹤0.01%	5938
2017 Q2	$8K	Hold	344	–	–	﹤0.01%	5839
2017 Q1	$8K	Hold	344	–	–	﹤0.01%	5952
2016 Q4	$8K	Hold	344	–	–	﹤0.01%	5876
2016 Q3	$9K	Hold	344	–	–	﹤0.01%	5797
2016 Q2	$9K	Hold	344	–	–	﹤0.01%	5706
2016 Q1	$9K	Buy	+344	New	+$8.42K	﹤0.01%	5747
2015 Q3	–	Sell	-120	Closed	-$3K	–	6822
2015 Q2	$3K	Buy	+120	New	+$2.98K	﹤0.01%	6140

Other funds holding IBCD

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

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

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

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

WWM

WJ Wealth Management Glendale, Arizona $214M AUM 22.92% 1-Year Est. Return

Wells Fargo's IBCD Position: Q4 2019 in Review

Wells Fargo sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q4 2019, closing a stake of 375 shares — an estimated $9.22K sold.

Wells Fargo first reported a position in IBCD in Q2 2015 and held it in 13 quarters. The position peaked at $16K in Q1 2018. 20 funds tracked by Wall St. Rank hold IBCD as of Q4 2019.

Wells Fargo reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q4 2019 after selling out during the quarter.
Wells Fargo sold 375 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q4 2019, an estimated $9.22K.
Wells Fargo first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q2 2015 and held it in 13 quarters.
Wells Fargo's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $16K in Q1 2018.
20 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q4 2019.

Based on Wells Fargo's 13F filing for Q4 2019, filed 14 Feb 2020.