CC
IBDM

Courier Capital’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Courier Capital’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
Q3 		– Sell
-8,590
Closed -$213K – 320
2021
Q2 		$213K Hold
8,590
– – 0.02% 304
2021
Q1 		$213K Hold
8,590
– – 0.02% 298
2020
Q4 		$214K Sell
8,590
-400
-4% -$9.99K 0.02% 282
2020
Q3 		$225K Sell
8,990
-3,360
-27% -$84.3K 0.03% 258
2020
Q2 		$310K Hold
12,350
– – 0.04% 205
2020
Q1 		$308K Hold
12,350
– – 0.05% 197
2019
Q4 		$308K Buy
12,350
+650
+6% +$16.2K 0.04% 216
2019
Q3 		$293K Buy
+11,700
New +$292K 0.04% 218

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Courier Capital's IBDM Position: Q3 2021 in Review

Courier Capital sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2021, closing a stake of 8,590 shares — an estimated $213K sold.

Courier Capital first reported a position in IBDM in Q3 2019 and held it in 8 quarters. The position peaked at $310K in Q2 2020. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

  • Courier Capital reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
  • Courier Capital sold 8,590 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2021, an estimated $213K.
  • Courier Capital first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2019 and held it in 8 quarters.
  • Courier Capital's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $310K in Q2 2020.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

Based on Courier Capital's 13F filing for Q3 2021, filed 14 Oct 2021.