Fidelity Investments’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Fidelity Investments’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	-6	Closed	–	–	5261
2021 Q3	$0	Buy	+6	New	+$148	﹤0.01%	5404
2021 Q2	–	Sell	-2	Closed	–	–	5249
2021 Q1	$0	Hold	2	–	–	﹤0.01%	4820
2020 Q4	$0	Buy	+2	New	+$50	﹤0.01%	4499
2020 Q3	–	Sell	-86	Closed	-$2K	–	4203
2020 Q2	$2K	Buy	86 +85	+8,500%	+$2.13K	﹤0.01%	3422
2020 Q1	$0	Buy	+1	New	+$25	﹤0.01%	4582
2019 Q2	–	Sell	-5,351	Closed	-$132K	–	4436
2019 Q1	$132K	Buy	5,351 +5,350	+535,000%	+$131K	﹤0.01%	2636
2018 Q4	$0	Buy	+1	New	+$24	﹤0.01%	4510

Other funds holding IBDM

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Fidelity Investments's IBDM Position: Q4 2021 in Review

Fidelity Investments sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 6 shares.

Fidelity Investments first reported a position in IBDM in Q4 2018 and held it in 7 quarters. The position peaked at $132K in Q1 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Fidelity Investments reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Fidelity Investments sold 6 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021.
Fidelity Investments first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 7 quarters.
Fidelity Investments's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $132K in Q1 2019.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Fidelity Investments's 13F filing for Q4 2021, filed 14 Feb 2022.