BWM
IBDM

BerganKDV Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

BerganKDV Wealth Management’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
-61,274
Closed -$1.51M – 1157
2021
Q3 		$1.51M Sell
61,274
-438
-0.7% -$10.8K 0.17% 100
2021
Q2 		$1.53M Sell
61,712
-2,305
-4% -$57.2K 0.18% 95
2021
Q1 		$1.59M Sell
64,017
-1,242,412
-95% -$30.9M 0.2% 95
2020
Q4 		$32.5M Buy
1,306,429
+92,427
+8% +$2.31M 4.58% 3
2020
Q3 		$30.4M Buy
1,214,002
+151,341
+14% +$3.8M 4.81% 3
2020
Q2 		$26.7M Buy
1,062,661
+80,855
+8% +$2.02M 4.58% 3
2020
Q1 		$24.2M Sell
981,806
-31,943
-3% -$792K 4.96% 3
2019
Q4 		$25.3M Buy
1,013,749
+1,577
+0.2% +$39.4K 4.51% 3
2019
Q3 		$25.3M Sell
1,012,172
-5,614
-0.6% -$140K 5% 3
2019
Q2 		$25.4M Buy
1,017,786
+4,324
+0.4% +$107K 5.02% 3
2019
Q1 		$25.1M Buy
1,013,462
+6,752
+0.7% +$166K 5.12% 3
2018
Q4 		$24.5M Sell
1,006,710
-13,387
-1% -$325K 5.74% 3
2018
Q3 		$24.9M Buy
1,020,097
+31,118
+3% +$758K 5.35% 4
2018
Q2 		$24.1M Buy
988,979
+18,498
+2% +$451K 5.39% 4
2018
Q1 		$23.7M Buy
970,481
+98,893
+11% +$2.43M 6.5% 4
2017
Q4 		$21.6M Buy
+871,588
New +$21.7M 5.15% 5

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

BerganKDV Wealth Management's IBDM Position: Q4 2021 in Review

BerganKDV Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 61,274 shares — an estimated $1.51M sold.

BerganKDV Wealth Management first reported a position in IBDM in Q4 2017 and held it in 16 quarters. The position peaked at $32.5M in Q4 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • BerganKDV Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • BerganKDV Wealth Management sold 61,274 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $1.51M.
  • BerganKDV Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2017 and held it in 16 quarters.
  • BerganKDV Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $32.5M in Q4 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on BerganKDV Wealth Management's 13F filing for Q4 2021, filed 28 Jan 2022.