WWM
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Willingdon Wealth Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Willingdon Wealth Management’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-405
Closed -$10K – 521
2019
Q2 		$10K Buy
+405
New +$9.88K ﹤0.01% 231

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BTS
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Ameriprise
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CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Morgan Stanley
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

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

Willingdon Wealth Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q3 2019, closing a stake of 405 shares — an estimated $10K sold.

Willingdon Wealth Management first reported a position in IBDR in Q2 2019 and held it in 1 quarter. The position peaked at $10K in Q2 2019. 60 funds tracked by Wall St. Rank hold IBDR as of Q3 2019.

  • Willingdon Wealth Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • Willingdon Wealth Management sold 405 iShares iBonds Dec 2026 Term Corporate ETF shares in Q3 2019, an estimated $10K.
  • Willingdon Wealth Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • Willingdon Wealth Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $10K in Q2 2019.
  • 60 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q3 2019.

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