DDPIC
IBDM

Deroy & Devereaux Private Investment Counsel’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Deroy & Devereaux Private Investment Counsel’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
Q2 		– Sell
-200,000
Closed -$4.97M – 156
2021
Q1 		$4.97M Hold
200,000
– – 0.39% 57
2020
Q4 		$4.98M Buy
+200,000
New +$4.99M 0.44% 57

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 $14.6B AUM 22.78% 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 $91.6B AUM 29.2% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel's IBDM Position: Q2 2021 in Review

Deroy & Devereaux Private Investment Counsel sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2021, closing a stake of 200,000 shares — an estimated $4.97M sold.

Deroy & Devereaux Private Investment Counsel first reported a position in IBDM in Q4 2020 and held it in 2 quarters. The position peaked at $4.98M in Q4 2020. 195 funds tracked by Wall St. Rank hold IBDM as of Q2 2021.

  • Deroy & Devereaux Private Investment Counsel reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Deroy & Devereaux Private Investment Counsel sold 200,000 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2021, an estimated $4.97M.
  • Deroy & Devereaux Private Investment Counsel first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 2 quarters.
  • Deroy & Devereaux Private Investment Counsel's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $4.98M in Q4 2020.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2021.

Based on Deroy & Devereaux Private Investment Counsel's 13F filing for Q2 2021, filed 27 Jul 2021.