CMP
IBDM

Courage Miller Partners’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Courage Miller 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
2020
Q2 		– Sell
-11,675
Closed -$287K – 72
2020
Q1 		$287K Buy
+11,675
New +$290K 0.18% 62

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Courage Miller Partners's IBDM Position: Q2 2020 in Review

Courage Miller Partners sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2020, closing a stake of 11,675 shares — an estimated $287K sold.

Courage Miller Partners first reported a position in IBDM in Q1 2020 and held it in 1 quarter. The position peaked at $287K in Q1 2020. 191 funds tracked by Wall St. Rank hold IBDM as of Q2 2020.

  • Courage Miller Partners reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2020 after selling out during the quarter.
  • Courage Miller Partners sold 11,675 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2020, an estimated $287K.
  • Courage Miller Partners first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2020 and held it in 1 quarter.
  • Courage Miller Partners's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $287K in Q1 2020.
  • 191 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2020.

Based on Courage Miller Partners's 13F filing for Q2 2020, filed 23 Jul 2020.