WA
IBDN

WFG Advisors’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

WFG Advisors’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
2017
Q2 		$15K Sell
600
-500
-45% -$12.6K ﹤0.01% 1036
2017
Q1 		$27K Hold
1,100
– – 0.01% 822
2016
Q4 		$27K Hold
1,100
– – 0.01% 866
2016
Q3 		$28K Buy
+1,100
New +$28.1K 0.01% 864

Other funds holding IBDN

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
GA
Gateway Advisory Westfield, New Jersey $620M AUM 19.58% 1-Year Est. Return

WFG Advisors's IBDN Position: Q2 2017 in Review

WFG Advisors reduced its iShares iBonds Dec 2022 Term Corporate ETF (IBDN) stake by 45% in Q2 2017, selling an estimated $12.6K and leaving 600 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #1036.

WFG Advisors first reported a position in IBDN in Q3 2016 and has held it in 4 quarters since. The position peaked at $28K in Q3 2016. 54 funds tracked by Wall St. Rank hold IBDN as of Q2 2017.

  • WFG Advisors held 600 shares of iShares iBonds Dec 2022 Term Corporate ETF worth $15K as of Q2 2017.
  • WFG Advisors sold 500 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2017, an estimated $12.6K.
  • iShares iBonds Dec 2022 Term Corporate ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1036 holding.
  • WFG Advisors first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2016 and has held it in 4 quarters since.
  • WFG Advisors's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $28K in Q3 2016.
  • 54 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2017.

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