Advisornet Financial’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Advisornet Financial’s Portfolio IBDM Stock Details IBDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-616	Closed	-$15K	–	2024
2020 Q1	$15K	Sell	616 -175	-22%	-$4.34K	﹤0.01%	1158
2019 Q4	$20K	Hold	791	–	–	﹤0.01%	1195
2019 Q3	$20K	Hold	791	–	–	﹤0.01%	1194
2019 Q2	$20K	Hold	791	–	–	﹤0.01%	1055
2019 Q1	$20K	Hold	791	–	–	﹤0.01%	1004
2018 Q4	$19K	Hold	791	–	–	﹤0.01%	950
2018 Q3	$19K	Hold	791	–	–	﹤0.01%	981
2018 Q2	$19K	Hold	791	–	–	﹤0.01%	966
2018 Q1	$19K	Hold	791	–	–	﹤0.01%	945
2017 Q4	$20K	Buy	+791	New	+$19.7K	﹤0.01%	870

Other funds holding IBDM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advisornet Financial's IBDM Position: Q2 2020 in Review

Advisornet Financial sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2020, closing a stake of 616 shares — an estimated $15K sold.

Advisornet Financial first reported a position in IBDM in Q4 2017 and held it in 10 quarters. The position peaked at $20K in Q4 2019. 191 funds tracked by Wall St. Rank hold IBDM as of Q2 2020.

Advisornet Financial reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
Advisornet Financial sold 616 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2020, an estimated $15K.
Advisornet Financial first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2017 and held it in 10 quarters.
Advisornet Financial's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $20K in Q4 2019.
191 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2020.

Based on Advisornet Financial's 13F filing for Q2 2020, filed 26 Aug 2020.