EIA
IBDM

Eldridge Investment Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Eldridge Investment 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
-8,614
Closed -$213K – 135
2021
Q3 		$213K Buy
+8,614
New +$213K 0.08% 116
2020
Q3 		– Sell
-20,736
Closed -$521K – 109
2020
Q2 		$521K Sell
20,736
-879
-4% -$22K 0.26% 55
2020
Q1 		$532K Sell
21,615
-3,939
-15% -$97.7K 0.3% 49
2019
Q4 		$638K Buy
25,554
+14,446
+130% +$361K 0.31% 51
2019
Q3 		$277K Buy
+11,108
New +$277K 0.14% 76
2019
Q1 		– Sell
-10,145
Closed -$247K – 87
2018
Q4 		$247K Buy
+10,145
New +$246K 0.15% 69

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Eldridge Investment Advisors's IBDM Position: Q4 2021 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 8,614 shares — an estimated $213K sold.

Eldridge Investment Advisors first reported a position in IBDM in Q4 2018 and held it in 6 quarters. The position peaked at $638K in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Eldridge Investment Advisors sold 8,614 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $213K.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 6 quarters.
  • Eldridge Investment Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $638K in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Eldridge Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.