Brown Brothers Harriman & Co’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Brown Brothers Harriman & Co’s Portfolio IBDS Stock Details IBDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-490	Closed	-$14K	–	1169
2020 Q4	$14K	Buy	+490	New	+$13.4K	﹤0.01%	826

Other funds holding IBDS

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Brown Brothers Harriman & Co's IBDS Position: Q1 2021 in Review

Brown Brothers Harriman & Co sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q1 2021, closing a stake of 490 shares — an estimated $14K sold.

Brown Brothers Harriman & Co first reported a position in IBDS in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 87 funds tracked by Wall St. Rank hold IBDS as of Q1 2021.

Brown Brothers Harriman & Co reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
Brown Brothers Harriman & Co sold 490 iShares iBonds Dec 2027 Term Corporate ETF shares in Q1 2021, an estimated $14K.
Brown Brothers Harriman & Co first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
Brown Brothers Harriman & Co's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $14K in Q4 2020.
87 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q1 2021.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2021, filed 13 May 2021.