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

Allworth 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
2021 Q4	–	Sell	-193,214	Closed	-$4.78M	–	2222
2021 Q3	$4.78M	Sell	193,214 -4,899	-2%	-$121K	0.08%	103
2021 Q2	$4.91M	Sell	198,113 -17,585	-8%	-$436K	0.09%	87
2021 Q1	$5.36M	Sell	215,698 -2,749	-1%	-$68.4K	0.11%	69
2020 Q4	$5.44M	Buy	+218,447	New	+$5.46M	0.14%	49

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Allworth Financial's IBDM Position: Q4 2021 in Review

Allworth Financial sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 193,214 shares — an estimated $4.78M sold.

Allworth Financial first reported a position in IBDM in Q4 2020 and held it in 4 quarters. The position peaked at $5.44M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Allworth Financial reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Allworth Financial sold 193,214 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $4.78M.
Allworth Financial first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
Allworth Financial's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $5.44M in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Allworth Financial's 13F filing for Q4 2021, filed 21 Jan 2022.