Wolf Group Capital Advisors’s iShares iBonds Dec 2018 Term Corporate ETF IBDH Stock Holding History

Wolf Group Capital Advisors’s Portfolio IBDH Stock Details IBDH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Hold	0	–	–	–	74
2018 Q2	–	Hold	0	–	–	–	70
2018 Q1	–	Sell	-16,396	Closed	-$412K	–	77
2017 Q4	$412K	Buy	+16,396	New	+$412K	0.26%	84
2017 Q3	–	Sell	-17,396	Closed	-$438K	–	84
2017 Q2	$438K	Hold	17,396	–	–	0.34%	69
2017 Q1	$438K	Hold	17,396	–	–	0.29%	75
2016 Q4	$437K	Buy	17,396 +6,235	+56%	+$157K	0.29%	77
2016 Q3	$282K	Buy	11,161 +425	+4%	+$10.8K	0.2%	90
2016 Q2	$272K	Buy	+10,736	New	+$271K	0.2%	90

Other funds holding IBDH

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTS

BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MCM

MV Capital Management Bethesda, Maryland $1.13B AUM 25.77% 1-Year Est. Return

Wolf Group Capital Advisors's IBDH Position: Q3 2018 in Review

Wolf Group Capital Advisors held its iShares iBonds Dec 2018 Term Corporate ETF (IBDH) position steady in Q3 2018 at 0 shares worth $399K. The position accounts for 0.26% of the portfolio, ranked #74.

Wolf Group Capital Advisors first reported a position in IBDH in Q2 2016 and has held it in 6 quarters since. The position peaked at $438K in Q2 2017. 70 funds tracked by Wall St. Rank hold IBDH as of Q3 2018.

Wolf Group Capital Advisors held 0 shares of iShares iBonds Dec 2018 Term Corporate ETF worth $399K as of Q3 2018.
Wolf Group Capital Advisors left its iShares iBonds Dec 2018 Term Corporate ETF share count unchanged in Q3 2018.
iShares iBonds Dec 2018 Term Corporate ETF made up 0.26% of Wolf Group Capital Advisors's portfolio in Q3 2018, its #74 holding.
Wolf Group Capital Advisors first reported a position in iShares iBonds Dec 2018 Term Corporate ETF in Q2 2016 and has held it in 6 quarters since.
Wolf Group Capital Advisors's iShares iBonds Dec 2018 Term Corporate ETF position peaked at $438K in Q2 2017.
70 funds tracked by Wall St. Rank held iShares iBonds Dec 2018 Term Corporate ETF as of Q3 2018.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2018, filed 23 Oct 2018.