WA
IBCE

WFG Advisors’s iShares iBonds Mar 2023 Term Corporate ex-Financials ETF IBCE Stock Holding History

WFG Advisors’s Portfolio IBCE Stock Details IBCE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$21K Sell
850
-300
-26% -$7.35K ﹤0.01% 956
2017
Q1 		$28K Buy
1,150
+300
+35% +$7.26K 0.01% 814
2016
Q4 		$21K Sell
850
-250
-23% -$6.13K 0.01% 933
2016
Q3 		$28K Buy
+1,100
New +$27.7K 0.01% 863

Other funds holding IBCE

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Oppenheimer Asset Management New York $8.76B AUM 23.12% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

WFG Advisors's IBCE Position: Q2 2017 in Review

WFG Advisors reduced its iShares iBonds Mar 2023 Term Corporate ex-Financials ETF (IBCE) stake by 26% in Q2 2017, selling an estimated $7.35K and leaving 850 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

WFG Advisors first reported a position in IBCE in Q3 2016 and has held it in 4 quarters since. The position peaked at $28K in Q1 2017. 22 funds tracked by Wall St. Rank hold IBCE as of Q2 2017.

  • WFG Advisors held 850 shares of iShares iBonds Mar 2023 Term Corporate ex-Financials ETF worth $21K as of Q2 2017.
  • WFG Advisors sold 300 iShares iBonds Mar 2023 Term Corporate ex-Financials ETF shares in Q2 2017, an estimated $7.35K.
  • iShares iBonds Mar 2023 Term Corporate ex-Financials ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #956 holding.
  • WFG Advisors first reported a position in iShares iBonds Mar 2023 Term Corporate ex-Financials ETF in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's iShares iBonds Mar 2023 Term Corporate ex-Financials ETF position peaked at $28K in Q1 2017.
  • 22 funds tracked by Wall St. Rank held iShares iBonds Mar 2023 Term Corporate ex-Financials ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.