Blue Barn Wealth’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Blue Barn Wealth’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	-19,735	Closed	-$488K	–	131
2021 Q3	$488K	Sell	19,735 -792	-4%	-$19.6K	0.43%	46
2021 Q2	$509K	Buy	+20,527	New	+$509K	0.52%	42

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Blue Barn Wealth's IBDM Position: Q4 2021 in Review

Blue Barn Wealth sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 19,735 shares — an estimated $488K sold.

Blue Barn Wealth first reported a position in IBDM in Q2 2021 and held it in 2 quarters. The position peaked at $509K in Q2 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Blue Barn Wealth reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Blue Barn Wealth sold 19,735 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $488K.
Blue Barn Wealth first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2021 and held it in 2 quarters.
Blue Barn Wealth's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $509K in Q2 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Blue Barn Wealth's 13F filing for Q4 2021, filed 14 Feb 2022.