WJ Wealth Management’s iShares iBonds Mar 2020 Term Corporate ex-Financials ETF IBCD Stock Holding History

WJ Wealth Management’s Portfolio IBCD Stock Details IBCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-13,875	Closed	-$341K	–	35
2019 Q4	$341K	Buy	+13,875	New	+$341K	0.86%	28

Other funds holding IBCD

PCG

Private Capital Group West Hartford, Connecticut $133M AUM 11.23% 1-Year Est. Return

LWANC

Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return

CWM

Concentric Wealth Management Lafayette, California $410M AUM 31.52% 1-Year Est. Return

BAM

Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

WJ Wealth Management's IBCD Position: Q1 2020 in Review

WJ Wealth Management sold out of iShares iBonds Mar 2020 Term Corporate ex-Financials ETF (IBCD) in Q1 2020, closing a stake of 13,875 shares — an estimated $341K sold.

WJ Wealth Management first reported a position in IBCD in Q4 2019 and held it in 1 quarter. The position peaked at $341K in Q4 2019. 5 funds tracked by Wall St. Rank hold IBCD as of Q1 2020.

WJ Wealth Management reported no remaining iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position as of Q1 2020 after selling out during the quarter.
WJ Wealth Management sold 13,875 iShares iBonds Mar 2020 Term Corporate ex-Financials ETF shares in Q1 2020, an estimated $341K.
WJ Wealth Management first reported a position in iShares iBonds Mar 2020 Term Corporate ex-Financials ETF in Q4 2019 and held it in 1 quarter.
WJ Wealth Management's iShares iBonds Mar 2020 Term Corporate ex-Financials ETF position peaked at $341K in Q4 2019.
5 funds tracked by Wall St. Rank held iShares iBonds Mar 2020 Term Corporate ex-Financials ETF as of Q1 2020.

Based on WJ Wealth Management's 13F filing for Q1 2020, filed 21 Apr 2020.