Arkadios Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Arkadios Wealth 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	-19	Closed	–	–	1972
2021 Q3	$0	Hold	19	–	–	﹤0.01%	2134
2021 Q2	$0	Hold	19	–	–	﹤0.01%	2090
2021 Q1	$0	Sell	19 -1,331	-99%	-$33.1K	﹤0.01%	1801
2020 Q4	$33K	Buy	+1,350	New	+$33.7K	0.01%	637

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

Arkadios Wealth Advisors's IBDM Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 19 shares.

Arkadios Wealth Advisors first reported a position in IBDM in Q4 2020 and held it in 4 quarters. The position peaked at $33K in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 19 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021.
Arkadios Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 4 quarters.
Arkadios Wealth Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $33K in Q4 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.