AWM
IBDM

AllSquare Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

AllSquare Wealth Management’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
-465
Closed -$11K – 516
2021
Q3 		$11K Hold
465
– – 0.01% 368
2021
Q2 		$12K Hold
465
– – 0.01% 376
2021
Q1 		$12K Hold
465
– – 0.01% 367
2020
Q4 		$12K Hold
465
– – 0.01% 338
2020
Q3 		$12K Hold
465
– – 0.01% 324
2020
Q2 		$12K Hold
465
– – 0.01% 321
2020
Q1 		$11K Hold
465
– – 0.01% 301
2019
Q4 		$12K Sell
465
-150
-24% -$3.75K 0.01% 315
2019
Q3 		$15K Hold
615
– – 0.01% 294
2019
Q2 		$15K Hold
615
– – 0.01% 300
2019
Q1 		$15K Hold
615
– – 0.01% 298
2018
Q4 		$15K Hold
615
– – 0.01% 271
2018
Q3 		$15K Buy
+615
New +$15K 0.01% 304

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

AllSquare Wealth Management's IBDM Position: Q4 2021 in Review

AllSquare Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 465 shares — an estimated $11K sold.

AllSquare Wealth Management first reported a position in IBDM in Q3 2018 and held it in 13 quarters. The position peaked at $15K in Q3 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • AllSquare Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • AllSquare Wealth Management sold 465 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $11K.
  • AllSquare Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2018 and held it in 13 quarters.
  • AllSquare Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $15K in Q3 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on AllSquare Wealth Management's 13F filing for Q4 2021, filed 8 Feb 2022.