BHB
IBDM

Bank Hapoalim BM’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Bank Hapoalim BM’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
Q1 		– Hold
0
– – – 104
2019
Q4 		– Hold
0
– – – 107
2019
Q3 		– Hold
0
– – – 103
2019
Q2 		– Hold
0
– – – 98
2019
Q1 		– Hold
0
– – – 93
2018
Q4 		– Hold
0
– – – 81
2018
Q3 		– Hold
0
– – – 102
2018
Q2 		– Hold
0
– – – 101

Other funds holding IBDM

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Aptus Capital Advisors
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
Raymond James & Associates
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1000M AUM 9.95% 1-Year Est. Return