BWA
IBDM

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

BDO 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
2020
Q1 		– Sell
-1,183
Closed -$30K – 860
2019
Q4 		$30K Hold
1,183
– – 0.01% 353
2019
Q3 		$30K Hold
1,183
– – 0.01% 367
2019
Q2 		$29K Hold
1,183
– – 0.01% 360
2019
Q1 		$29K Buy
+1,183
New +$29K 0.01% 338

Other funds holding IBDM

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

BDO Wealth Advisors's IBDM Position: Q1 2020 in Review

BDO Wealth Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2020, closing a stake of 1,183 shares — an estimated $30K sold.

BDO Wealth Advisors first reported a position in IBDM in Q1 2019 and held it in 4 quarters. The position peaked at $30K in Q4 2019. 188 funds tracked by Wall St. Rank hold IBDM as of Q1 2020.

  • BDO Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 1,183 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2020, an estimated $30K.
  • BDO Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $30K in Q4 2019.
  • 188 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.