Wells Fargo
IBDC

Wells Fargo’s iShares iBonds Mar 2020 Term Corporate ETF IBDC Stock Holding History

Wells Fargo’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
-1
Closed -$26 – 6969
2019
Q3 		$0 Hold
1
– – ﹤0.01% 6935
2019
Q2 		$0 Buy
+1
New +$26 ﹤0.01% 6790
2015
Q1 		– Sell
-112
Closed -$3K – 6460
2014
Q4 		$3K Buy
+112
New +$2.94K ﹤0.01% 5972

Other funds holding IBDC

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return
DFG
Demars Financial Group Spokane Valley, Washington $304M AUM 17.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo's IBDC Position: Q4 2019 in Review

Wells Fargo sold out of iShares iBonds Mar 2020 Term Corporate ETF (IBDC) in Q4 2019, closing a stake of 1 share — an estimated $26 sold.

Wells Fargo first reported a position in IBDC in Q4 2014 and held it in 3 quarters. The position peaked at $3K in Q4 2014. 40 funds tracked by Wall St. Rank hold IBDC as of Q4 2019.

  • Wells Fargo reported no remaining iShares iBonds Mar 2020 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Wells Fargo sold 1 iShares iBonds Mar 2020 Term Corporate ETF share in Q4 2019, an estimated $26.
  • Wells Fargo first reported a position in iShares iBonds Mar 2020 Term Corporate ETF in Q4 2014 and held it in 3 quarters.
  • Wells Fargo's iShares iBonds Mar 2020 Term Corporate ETF position peaked at $3K in Q4 2014.
  • 40 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ETF as of Q4 2019.

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