FAIM
IBDM

Financial Advocates Investment Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Financial Advocates Investment 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
Q4 		– Sell
-9,974
Closed -$247K – 831
2021
Q3 		$247K Buy
9,974
+1
+0% +$25 0.02% 652
2021
Q2 		$247K Sell
9,973
-45,497
-82% -$1.13M 0.02% 651
2021
Q1 		$1.38M Sell
55,470
-2,438
-4% -$60.6K 0.1% 246
2020
Q4 		$1.44M Buy
57,908
+27
+0% +$674 0.1% 233
2020
Q3 		$1.45M Sell
57,881
-943
-2% -$23.7K 0.12% 181
2020
Q2 		$1.48M Buy
58,824
+9,102
+18% +$228K 0.14% 183
2020
Q1 		$1.23M Buy
49,722
+914
+2% +$22.7K 0.17% 154
2019
Q4 		$1.22M Buy
48,808
+6,478
+15% +$162K 0.13% 185
2019
Q3 		$1.06M Buy
42,330
+963
+2% +$24K 0.12% 183
2019
Q2 		$1.03M Buy
41,367
+431
+1% +$10.7K 0.12% 181
2019
Q1 		$1.01M Sell
40,936
-1,991
-5% -$48.8K 0.13% 179
2018
Q4 		$1.05M Buy
+42,927
New +$1.04M 0.14% 164

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Financial Advocates Investment Management's IBDM Position: Q4 2021 in Review

Financial Advocates Investment Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 9,974 shares — an estimated $247K sold.

Financial Advocates Investment Management first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $1.48M in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Financial Advocates Investment Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Financial Advocates Investment Management sold 9,974 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $247K.
  • Financial Advocates Investment Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
  • Financial Advocates Investment Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $1.48M in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Financial Advocates Investment Management's 13F filing for Q4 2021, filed 14 Feb 2022.