Essex Financial Services’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Essex Financial Services’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-9,472	Closed	-$241K	–	490
2021 Q2	$241K	Hold	9,472	–	–	0.03%	383
2021 Q1	$241K	Buy	9,472 +6	+0.1%	+$153	0.04%	309
2020 Q4	$242K	Buy	+9,466	New	+$242K	0.05%	278

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

Essex Financial Services's IBDN Position: Q3 2021 in Review

Essex Financial Services sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q3 2021, closing a stake of 9,472 shares — an estimated $241K sold.

Essex Financial Services first reported a position in IBDN in Q4 2020 and held it in 3 quarters. The position peaked at $242K in Q4 2020. 205 funds tracked by Wall St. Rank hold IBDN as of Q3 2021.

Essex Financial Services reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q3 2021 after selling out during the quarter.
Essex Financial Services sold 9,472 iShares iBonds Dec 2022 Term Corporate ETF shares in Q3 2021, an estimated $241K.
Essex Financial Services first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2020 and held it in 3 quarters.
Essex Financial Services's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $242K in Q4 2020.
205 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q3 2021.

Based on Essex Financial Services's 13F filing for Q3 2021, filed 10 Nov 2021.