Colton Groome Financial Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Colton Groome Financial 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	-16,100	Closed	-$398K	–	112
2021 Q3	$398K	Hold	16,100	–	–	0.17%	80
2021 Q2	$399K	Hold	16,100	–	–	0.18%	78
2021 Q1	$400K	Buy	+16,100	New	+$400K	0.22%	45

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Colton Groome Financial Advisors's IBDM Position: Q4 2021 in Review

Colton Groome Financial Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 16,100 shares — an estimated $398K sold.

Colton Groome Financial Advisors first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $400K in Q1 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Colton Groome Financial Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Colton Groome Financial Advisors sold 16,100 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $398K.
Colton Groome Financial Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
Colton Groome Financial Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $400K in Q1 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Colton Groome Financial Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.