FI
IBDM

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

FormulaFolio 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
Q1 		– Sell
-10,191
Closed -$254K – 865
2020
Q4 		$254K Buy
+10,191
New +$254K 0.01% 564

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FormulaFolio Investments's IBDM Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q1 2021, closing a stake of 10,191 shares — an estimated $254K sold.

FormulaFolio Investments first reported a position in IBDM in Q4 2020 and held it in 1 quarter. The position peaked at $254K in Q4 2020. 199 funds tracked by Wall St. Rank hold IBDM as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 10,191 iShares iBonds Dec 2021 Term Corporate ETF shares in Q1 2021, an estimated $254K.
  • FormulaFolio Investments first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $254K in Q4 2020.
  • 199 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.