WWM
IBDN

Willingdon Wealth Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Willingdon Wealth Management’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
2019
Q3 		– Sell
-396
Closed -$10K – 562
2019
Q2 		$10K Buy
+396
New +$9.88K ﹤0.01% 235

Other funds holding IBDN

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Willingdon Wealth Management's IBDN Position: Q3 2019 in Review

Willingdon Wealth Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2019, closing a stake of 396 shares — an estimated $10K sold.

Willingdon Wealth Management first reported a position in IBDN in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 140 funds tracked by Wall St. Rank hold IBDN as of Q3 2019.

  • Willingdon Wealth Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 396 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2019, an estimated $10K.
  • Willingdon Wealth Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $10K in Q2 2019.
  • 140 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2019.

Based on Willingdon Wealth Management's 13F filing for Q3 2019, filed 1 Nov 2019.