BCM
IBDM

Bluefin Capital Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Bluefin Capital 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
2019
Q4 		– Sell
-54,927
Closed -$1.37M – 813
2019
Q3 		$1.37M Buy
+54,927
New +$1.37M 0.2% 87
2017
Q4 		– Hold
0
– – – 198
2017
Q2 		– Hold
0
– – – 119

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWM
Argent Wealth Management Waltham, Massachusetts $602M AUM
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Bluefin Capital Management's IBDM Position: Q4 2019 in Review

Bluefin Capital Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2019, closing a stake of 54,927 shares — an estimated $1.37M sold.

Bluefin Capital Management first reported a position in IBDM in Q3 2019 and held it in 1 quarter. The position peaked at $1.37M in Q3 2019. 181 funds tracked by Wall St. Rank hold IBDM as of Q4 2019.

  • Bluefin Capital Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2019 after selling out during the quarter.
  • Bluefin Capital Management sold 54,927 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2019, an estimated $1.37M.
  • Bluefin Capital Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 1 quarter.
  • Bluefin Capital Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.37M in Q3 2019.
  • 181 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2019.

Based on Bluefin Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.