EWM
IBDM

Echo Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Echo Wealth Management’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
-8,491
Closed -$211K – 57
2021
Q1 		$211K Hold
8,491
– – 0.27% 55
2020
Q4 		$212K Buy
+8,491
New +$212K 0.28% 50

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 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

Echo Wealth Management's IBDM Position: Q2 2021 in Review

Echo Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q2 2021, closing a stake of 8,491 shares — an estimated $211K sold.

Echo Wealth Management first reported a position in IBDM in Q4 2020 and held it in 2 quarters. The position peaked at $212K in Q4 2020. 195 funds tracked by Wall St. Rank hold IBDM as of Q2 2021.

  • Echo Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Echo Wealth Management sold 8,491 iShares iBonds Dec 2021 Term Corporate ETF shares in Q2 2021, an estimated $211K.
  • Echo Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 2 quarters.
  • Echo Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $212K in Q4 2020.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q2 2021.

Based on Echo Wealth Management's 13F filing for Q2 2021, filed 14 Jul 2021.