CIAS
IBDM

Capital Investment Advisory Services’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Capital Investment Advisory Services’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
-300
Closed -$7K – 840
2021
Q3 		$7K Hold
300
– – ﹤0.01% 704
2021
Q2 		$7K Hold
300
– – ﹤0.01% 729
2021
Q1 		$7K Hold
300
– – ﹤0.01% 675
2020
Q4 		$7K Hold
300
– – ﹤0.01% 647
2020
Q3 		$8K Hold
300
– – ﹤0.01% 563
2020
Q2 		$8K Hold
300
– – ﹤0.01% 498
2020
Q1 		$7K Hold
300
– – ﹤0.01% 495
2019
Q4 		$7K Hold
300
– – ﹤0.01% 495
2019
Q3 		$8K Buy
+300
New +$7.48K ﹤0.01% 1052

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

Capital Investment Advisory Services's IBDM Position: Q4 2021 in Review

Capital Investment Advisory Services sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 300 shares — an estimated $7K sold.

Capital Investment Advisory Services first reported a position in IBDM in Q3 2019 and held it in 9 quarters. The position peaked at $8K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Capital Investment Advisory Services reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Investment Advisory Services sold 300 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $7K.
  • Capital Investment Advisory Services first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 9 quarters.
  • Capital Investment Advisory Services's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $8K in Q3 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Capital Investment Advisory Services's 13F filing for Q4 2021, filed 1 Feb 2022.