Cambridge Investment Research Advisors
IBDM

Cambridge Investment Research Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Cambridge Investment Research 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
2021
Q4 		– Sell
-110,713
Closed -$2.74M – 3344
2021
Q3 		$2.74M Buy
110,713
+7,475
+7% +$185K 0.01% 915
2021
Q2 		$2.56M Buy
103,238
+980
+1% +$24.3K 0.01% 979
2021
Q1 		$2.54M Buy
102,258
+70,215
+219% +$1.75M 0.01% 895
2020
Q4 		$798K Buy
32,043
+1,089
+4% +$27.2K ﹤0.01% 1461
2020
Q3 		$775K Sell
30,954
-538
-2% -$13.5K 0.01% 1335
2020
Q2 		$792K Buy
31,492
+2,172
+7% +$54.3K 0.01% 1268
2020
Q1 		$723K Sell
29,320
-4,000
-12% -$99.2K 0.01% 1151
2019
Q4 		$832K Sell
33,320
-70,593
-68% -$1.76M 0.01% 1263
2019
Q3 		$2.6M Buy
103,913
+15,159
+17% +$378K 0.02% 651
2019
Q2 		$2.21M Buy
88,754
+7,603
+9% +$188K 0.02% 678
2019
Q1 		$2.01M Buy
81,151
+1,591
+2% +$39K 0.02% 714
2018
Q4 		$1.94M Sell
79,560
-2,706
-3% -$65.6K 0.02% 644
2018
Q3 		$2M Buy
82,266
+3,364
+4% +$81.9K 0.02% 686
2018
Q2 		$1.92M Buy
+78,902
New +$1.92M 0.02% 663
2018
Q1 		– Sell
-8,622
Closed -$214K – 2297
2017
Q4 		$214K Sell
8,622
-461
-5% -$11.5K ﹤0.01% 1885
2017
Q3 		$228K Sell
9,083
-5,187
-36% -$130K ﹤0.01% 1741
2017
Q2 		$357K Buy
+14,270
New +$356K 0.01% 1405

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

Cambridge Investment Research Advisors's IBDM Position: Q4 2021 in Review

Cambridge Investment Research Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 110,713 shares — an estimated $2.74M sold.

Cambridge Investment Research Advisors first reported a position in IBDM in Q2 2017 and held it in 17 quarters. The position peaked at $2.74M in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Cambridge Investment Research Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 110,713 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $2.74M.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2017 and held it in 17 quarters.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.74M in Q3 2021.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.