Freedom Investment Management’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

Freedom Investment Management’s Portfolio IBDR Stock Details IBDR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-52,266	Closed	-$1.36M	–	860
2021 Q4	$1.36M	Buy	52,266 +18,867	+56%	+$494K	0.1%	266
2021 Q3	$885K	Buy	33,399 +533	+2%	+$14.2K	0.07%	349
2021 Q2	$875K	Sell	32,866 -767	-2%	-$20.4K	0.07%	369
2021 Q1	$887K	Buy	+33,633	New	+$899K	0.07%	342

Other funds holding IBDR

ACA

Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

Freedom Investment Management's IBDR Position: Q1 2022 in Review

Freedom Investment Management sold out of iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2022, closing a stake of 52,266 shares — an estimated $1.36M sold.

Freedom Investment Management first reported a position in IBDR in Q1 2021 and held it in 4 quarters. The position peaked at $1.36M in Q4 2021. 122 funds tracked by Wall St. Rank hold IBDR as of Q1 2022.

Freedom Investment Management reported no remaining iShares iBonds Dec 2026 Term Corporate ETF position as of Q1 2022 after selling out during the quarter.
Freedom Investment Management sold 52,266 iShares iBonds Dec 2026 Term Corporate ETF shares in Q1 2022, an estimated $1.36M.
Freedom Investment Management first reported a position in iShares iBonds Dec 2026 Term Corporate ETF in Q1 2021 and held it in 4 quarters.
Freedom Investment Management's iShares iBonds Dec 2026 Term Corporate ETF position peaked at $1.36M in Q4 2021.
122 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2022.

Based on Freedom Investment Management's 13F filing for Q1 2022, filed 16 May 2022.