AL
IBDM

Aspiriant LLC’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Aspiriant LLC’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
2019
Q3 		– Hold
0
– – – 54
2019
Q2 		– Hold
0
– – – 60
2019
Q1 		– Sell
-123,102
Closed -$3.02M – 63
2018
Q4 		$3M Hold
123,102
– – 0.23% 62
2018
Q3 		$3M Buy
+123,102
New +$3M 0.26% 60

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
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Aspiriant LLC's IBDM Position: Q3 2019 in Review

Aspiriant LLC held its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) position steady in Q3 2019 at 0 shares worth $3.08M. The position accounts for 0.28% of the portfolio, ranked #54.

Aspiriant LLC first reported a position in IBDM in Q3 2018 and has held it in 2 quarters since. The position peaked at $3M in Q4 2018. 161 funds tracked by Wall St. Rank hold IBDM as of Q3 2019.

  • Aspiriant LLC held 0 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $3.08M as of Q3 2019.
  • Aspiriant LLC left its iShares iBonds Dec 2021 Term Corporate ETF share count unchanged in Q3 2019.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 0.28% of Aspiriant LLC's portfolio in Q3 2019, its #54 holding.
  • Aspiriant LLC first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2018 and has held it in 2 quarters since.
  • Aspiriant LLC's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $3M in Q4 2018.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2019.

Based on Aspiriant LLC's 13F filing for Q3 2019, filed 4 Nov 2019.