APA
IBDM

American Portfolios Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

American Portfolios Advisors’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
-47,195
Closed -$1.17M – 3654
2021
Q3 		$1.17M Hold
47,195
– – 0.04% 404
2021
Q2 		$1.17M Hold
47,195
– – 0.05% 396
2021
Q1 		$1.17M Buy
47,195
+2,005
+4% +$49.9K 0.05% 361
2020
Q4 		$1.13M Hold
45,190
– – 0.06% 309
2020
Q3 		$1.13M Buy
45,190
+1,200
+3% +$30.1K 0.07% 263
2020
Q2 		$1.11M Buy
43,990
+4,000
+10% +$100K 0.07% 251
2020
Q1 		$986K Sell
39,990
-2,000
-5% -$49.6K 0.08% 223
2019
Q4 		$1.05M Buy
41,990
+7,590
+22% +$190K 0.07% 255
2019
Q3 		$860K Buy
34,400
+5,225
+18% +$130K 0.07% 268
2019
Q2 		$727K Buy
29,175
+805
+3% +$19.9K 0.06% 301
2019
Q1 		$701K Buy
28,370
+1,220
+4% +$29.9K 0.07% 281
2018
Q4 		$661K Hold
27,150
– – 0.08% 231
2018
Q3 		$661K Buy
27,150
+1,400
+5% +$34.1K 0.08% 248
2018
Q2 		$628K Hold
25,750
– – 0.09% 238
2018
Q1 		$630K Buy
+25,750
New +$633K 0.09% 214

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

American Portfolios Advisors's IBDM Position: Q4 2021 in Review

American Portfolios Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 47,195 shares — an estimated $1.17M sold.

American Portfolios Advisors first reported a position in IBDM in Q1 2018 and held it in 15 quarters. The position peaked at $1.17M in Q1 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • American Portfolios Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • American Portfolios Advisors sold 47,195 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $1.17M.
  • American Portfolios Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2018 and held it in 15 quarters.
  • American Portfolios Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.17M in Q1 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on American Portfolios Advisors's 13F filing for Q4 2021, filed 21 Mar 2023.