WWM
IBDL

WJ Wealth Management’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

WJ Wealth Management’s Portfolio IBDL Stock Details IBDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-8,050
Closed -$203K – 51
2020
Q2 		$203K Buy
+8,050
New +$203K 0.14% 50

Other funds holding IBDL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
MCM
MV Capital Management Bethesda, Maryland $1.02B AUM 14.02% 1-Year Est. Return

WJ Wealth Management's IBDL Position: Q3 2020 in Review

WJ Wealth Management sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 8,050 shares — an estimated $203K sold.

WJ Wealth Management first reported a position in IBDL in Q2 2020 and held it in 1 quarter. The position peaked at $203K in Q2 2020. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

  • WJ Wealth Management reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
  • WJ Wealth Management sold 8,050 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $203K.
  • WJ Wealth Management first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q2 2020 and held it in 1 quarter.
  • WJ Wealth Management's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $203K in Q2 2020.
  • 160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on WJ Wealth Management's 13F filing for Q3 2020, filed 14 Oct 2020.