AFC
IBDM

AFT Forsyth & Company’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

AFT Forsyth & Company’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
2021
Q4 		– Sell
-16,580
Closed -$410K – 163
2021
Q3 		$410K Sell
16,580
-20,815
-56% -$515K 0.22% 115
2021
Q2 		$927K Sell
37,395
-6,000
-14% -$149K 0.5% 67
2021
Q1 		$1.08M Sell
43,395
-12,000
-22% -$298K 0.65% 45
2020
Q4 		$1.38M Buy
55,395
+2,980
+6% +$74.4K 0.86% 31
2020
Q3 		$1.31M Buy
52,415
+35,800
+215% +$898K 0.98% 27
2020
Q2 		$418K Hold
16,615
– – 0.35% 89
2020
Q1 		$410K Hold
16,615
– – 0.41% 85
2019
Q4 		$415K Buy
16,615
+600
+4% +$15K 0.32% 101
2019
Q3 		$400K Hold
16,015
– – 0.33% 101
2019
Q2 		$399K Hold
16,015
– – 0.33% 97
2019
Q1 		$396K Hold
16,015
– – 0.34% 96
2018
Q4 		$390K Hold
16,015
– – 0.39% 91
2018
Q3 		$390K Hold
16,015
– – 0.32% 101
2018
Q2 		$390K Buy
16,015
+415
+3% +$10.1K 0.34% 101
2018
Q1 		$382K Buy
+15,600
New +$383K 0.36% 96

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

AFT Forsyth & Company's IBDM Position: Q4 2021 in Review

AFT Forsyth & Company sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 16,580 shares — an estimated $410K sold.

AFT Forsyth & Company first reported a position in IBDM in Q1 2018 and held it in 15 quarters. The position peaked at $1.38M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • AFT Forsyth & Company reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • AFT Forsyth & Company sold 16,580 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $410K.
  • AFT Forsyth & Company first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 15 quarters.
  • AFT Forsyth & Company's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.38M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on AFT Forsyth & Company's 13F filing for Q4 2021, filed 7 Feb 2022.