CBFP
IBDM

Cedar Brook Financial Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Cedar Brook Financial Partners’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
-17,966
Closed -$444K – 396
2021
Q3 		$444K Buy
17,966
+5
+0% +$124 0.13% 185
2021
Q2 		$445K Buy
17,961
+8
+0% +$198 0.13% 193
2021
Q1 		$446K Buy
17,953
+7
+0% +$174 0.15% 158
2020
Q4 		$447K Sell
17,946
-2,117
-11% -$52.9K 0.16% 157
2020
Q3 		$503K Buy
20,063
+25
+0.1% +$627 0.2% 135
2020
Q2 		$504K Buy
20,038
+28
+0.1% +$700 0.22% 128
2020
Q1 		$493K Buy
20,010
+20
+0.1% +$496 0.27% 109
2019
Q4 		$499K Buy
19,990
+39
+0.2% +$974 0.21% 140
2019
Q3 		$499K Buy
19,951
+30
+0.2% +$748 0.22% 145
2019
Q2 		$497K Buy
19,921
+31
+0.2% +$767 0.23% 146
2019
Q1 		$492K Buy
19,890
+17
+0.1% +$417 0.24% 138
2018
Q4 		$484K Buy
+19,873
New +$482K 0.29% 114

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

Cedar Brook Financial Partners's IBDM Position: Q4 2021 in Review

Cedar Brook Financial Partners sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 17,966 shares — an estimated $444K sold.

Cedar Brook Financial Partners first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $504K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Cedar Brook Financial Partners reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 17,966 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $444K.
  • Cedar Brook Financial Partners first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
  • Cedar Brook Financial Partners's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $504K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2021, filed 27 Jan 2022.