Azimuth Capital Management’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Azimuth Capital Management’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-275,025	Closed	-$6.91M	–	330
2021 Q4	$6.91M	Sell	275,025 -8,810	-3%	-$222K	0.28%	127
2021 Q3	$7.19M	Sell	283,835 -2,950	-1%	-$74.7K	0.31%	121
2021 Q2	$7.28M	Sell	286,785 -4,800	-2%	-$122K	0.31%	116
2021 Q1	$7.42M	Buy	291,585 +30,860	+12%	+$787K	0.35%	106
2020 Q4	$6.67M	Buy	+260,725	New	+$6.67M	0.33%	110

Other funds holding IBDN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $1.89B AUM 14.55% 1-Year Est. Return

Azimuth Capital Management's IBDN Position: Q1 2022 in Review

Azimuth Capital Management sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2022, closing a stake of 275,025 shares — an estimated $6.91M sold.

Azimuth Capital Management first reported a position in IBDN in Q4 2020 and held it in 5 quarters. The position peaked at $7.42M in Q1 2021. 200 funds tracked by Wall St. Rank hold IBDN as of Q1 2022.

Azimuth Capital Management reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Azimuth Capital Management sold 275,025 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2022, an estimated $6.91M.
Azimuth Capital Management first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2020 and held it in 5 quarters.
Azimuth Capital Management's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $7.42M in Q1 2021.
200 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2022.

Based on Azimuth Capital Management's 13F filing for Q1 2022, filed 13 May 2022.