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

Freedom 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	-103,089	Closed	-$2.55M	–	932
2021 Q3	$2.55M	Buy	103,089 +2,851	+3%	+$70.6K	0.19%	129
2021 Q2	$2.48M	Buy	100,238 +3,232	+3%	+$80.1K	0.19%	131
2021 Q1	$2.41M	Buy	+97,006	New	+$2.41M	0.19%	126

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

Freedom Investment Management's IBDM Position: Q4 2021 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 103,089 shares — an estimated $2.55M sold.

Freedom Investment Management first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $2.55M in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Freedom Investment Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Freedom Investment Management sold 103,089 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $2.55M.
Freedom Investment Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
Freedom Investment Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $2.55M in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

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