Forvis Mazars Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Forvis Mazars Wealth Advisors’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 Q3	–	Hold	0	–	–	–	184
2021 Q2	–	Hold	0	–	–	–	180
2021 Q1	–	Sell	-20,737	Closed	-$516K	–	173
2020 Q4	$517K	Hold	20,737	–	–	0.03%	220
2020 Q3	$519K	Buy	20,737 +1,992	+11%	+$50K	0.03%	203
2020 Q2	$471K	Hold	18,745	–	–	0.03%	204
2020 Q1	$462K	Buy	+18,745	New	+$465K	0.04%	182
2019 Q4	–	Hold	0	–	–	–	152
2019 Q3	–	Hold	0	–	–	–	133
2019 Q2	–	Hold	0	–	–	–	193

Other funds holding IBDM

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

CIM

Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Forvis Mazars Wealth Advisors's IBDM Position: Q3 2021 in Review

Forvis Mazars Wealth Advisors held its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) position steady in Q3 2021 at 0 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #184.

Forvis Mazars Wealth Advisors first reported a position in IBDM in Q1 2020 and has held it in 4 quarters since. The position peaked at $519K in Q3 2020. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

Forvis Mazars Wealth Advisors held 0 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $452K as of Q3 2021.
Forvis Mazars Wealth Advisors left its iShares iBonds Dec 2021 Term Corporate ETF share count unchanged in Q3 2021.
iShares iBonds Dec 2021 Term Corporate ETF made up 0.02% of Forvis Mazars Wealth Advisors's portfolio in Q3 2021, its #184 holding.
Forvis Mazars Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2020 and has held it in 4 quarters since.
Forvis Mazars Wealth Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $519K in Q3 2020.
201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2021, filed 14 Oct 2021.