Financial Partners Group (Kansas)’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Financial Partners Group (Kansas)’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
2020 Q1	–	Sell	-8,319	Closed	-$208K	–	92
2019 Q4	$208K	Sell	8,319 -125	-1%	-$3.12K	0.08%	77
2019 Q3	$211K	Sell	8,444 -7,952	-48%	-$198K	0.09%	74
2019 Q2	$409K	Sell	16,396 -12,808	-44%	-$317K	0.19%	50
2019 Q1	$722K	Buy	29,204 +15,114	+107%	+$371K	0.39%	41
2018 Q4	$343K	Buy	+14,090	New	+$342K	0.22%	57

Other funds holding IBDM

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACA

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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

BWM

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

Financial Partners Group (Kansas)'s IBDM Position: Q1 2020 in Review

Financial Partners Group (Kansas) sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2020, closing a stake of 8,319 shares — an estimated $208K sold.

Financial Partners Group (Kansas) first reported a position in IBDM in Q4 2018 and held it in 5 quarters. The position peaked at $722K in Q1 2019. 188 funds tracked by Wall St. Rank hold IBDM as of Q1 2020.

Financial Partners Group (Kansas) reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2020 after selling out during the quarter.
Financial Partners Group (Kansas) sold 8,319 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2020, an estimated $208K.
Financial Partners Group (Kansas) first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 5 quarters.
Financial Partners Group (Kansas)'s iShares iBonds Dec 2021 Term Corporate ETF position peaked at $722K in Q1 2019.
188 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2020.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2020, filed 14 May 2020.