AWM
IBDM

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

Argent 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
2020
Q2 		$23.8M Buy
948,094
+6,242
+0.7% +$156K 3.95% 4
2020
Q1 		$23.2M Sell
941,852
-221,890
-19% -$5.5M 4.7% 5
2019
Q4 		$29M Buy
+1,163,742
New +$29.1M 4.87% 4

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Argent Wealth Management's IBDM Position: Q2 2020 in Review

Argent Wealth Management increased its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) stake by 0.66% in Q2 2020, buying an estimated $156K and bringing the position to 948,094 shares worth $23.8M. The position accounts for 3.95% of the portfolio, ranked #4.

Argent Wealth Management first reported a position in IBDM in Q4 2019 and has held it in 3 quarters since. The position peaked at $29M in Q4 2019. 191 funds tracked by Wall St. Rank hold IBDM as of Q2 2020.

  • Argent Wealth Management held 948,094 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $23.8M as of Q2 2020.
  • Argent Wealth Management bought 6,242 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2020, an estimated $156K.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 3.95% of Argent Wealth Management's portfolio in Q2 2020, its #4 holding.
  • Argent Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and has held it in 3 quarters since.
  • Argent Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $29M in Q4 2019.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.