Wolf Group Capital Advisors’s iShares iBonds Dec 2020 Term Corporate ETF IBDL Stock Holding History

Wolf Group Capital Advisors’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	-11,382	Closed	-$288K	–	90
2020 Q2	$288K	Hold	11,382	–	–	0.21%	65
2020 Q1	$287K	Buy	+11,382	New	+$287K	0.24%	64
2019 Q4	–	Hold	0	–	–	–	65
2019 Q3	–	Hold	0	–	–	–	63
2019 Q2	–	Hold	0	–	–	–	60
2019 Q1	–	Hold	0	–	–	–	59
2018 Q4	–	Hold	0	–	–	–	63
2018 Q3	–	Hold	0	–	–	–	76
2018 Q2	–	Hold	0	–	–	–	72
2018 Q1	–	Sell	-9,654	Closed	-$243K	–	78
2017 Q4	$244K	Buy	+9,654	New	+$245K	0.15%	100
2017 Q3	–	Sell	-10,654	Closed	-$272K	–	96
2017 Q2	$272K	Hold	10,654	–	–	0.21%	80
2017 Q1	$271K	Hold	10,654	–	–	0.18%	88
2016 Q4	$269K	Buy	+10,654	New	+$271K	0.18%	91

Other funds holding IBDL

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wolf Group Capital Advisors's IBDL Position: Q3 2020 in Review

Wolf Group Capital Advisors sold out of iShares iBonds Dec 2020 Term Corporate ETF (IBDL) in Q3 2020, closing a stake of 11,382 shares — an estimated $288K sold.

Wolf Group Capital Advisors first reported a position in IBDL in Q4 2016 and held it in 6 quarters. The position peaked at $288K in Q2 2020. 160 funds tracked by Wall St. Rank hold IBDL as of Q3 2020.

Wolf Group Capital Advisors reported no remaining iShares iBonds Dec 2020 Term Corporate ETF position as of Q3 2020 after selling out during the quarter.
Wolf Group Capital Advisors sold 11,382 iShares iBonds Dec 2020 Term Corporate ETF shares in Q3 2020, an estimated $288K.
Wolf Group Capital Advisors first reported a position in iShares iBonds Dec 2020 Term Corporate ETF in Q4 2016 and held it in 6 quarters.
Wolf Group Capital Advisors's iShares iBonds Dec 2020 Term Corporate ETF position peaked at $288K in Q2 2020.
160 funds tracked by Wall St. Rank held iShares iBonds Dec 2020 Term Corporate ETF as of Q3 2020.

Based on Wolf Group Capital Advisors's 13F filing for Q3 2020, filed 30 Oct 2020.