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Freedom Investment Management’s iShares iBonds Dec 2027 Term Corporate ETF IBDS Stock Holding History

Freedom Investment Management’s Portfolio IBDS Stock Details IBDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-33,132
Closed -$894K – 883
2021
Q3 		$894K Buy
33,132
+512
+2% +$13.9K 0.07% 342
2021
Q2 		$882K Sell
32,620
-776
-2% -$20.9K 0.07% 366
2021
Q1 		$892K Buy
+33,396
New +$909K 0.07% 340

Other funds holding IBDS

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SIC
Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Freedom Investment Management sold out of iShares iBonds Dec 2027 Term Corporate ETF (IBDS) in Q4 2021, closing a stake of 33,132 shares — an estimated $894K sold.

Freedom Investment Management first reported a position in IBDS in Q1 2021 and held it in 3 quarters. The position peaked at $894K in Q3 2021. 100 funds tracked by Wall St. Rank hold IBDS as of Q4 2021.

  • Freedom Investment Management reported no remaining iShares iBonds Dec 2027 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Freedom Investment Management sold 33,132 iShares iBonds Dec 2027 Term Corporate ETF shares in Q4 2021, an estimated $894K.
  • Freedom Investment Management first reported a position in iShares iBonds Dec 2027 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
  • Freedom Investment Management's iShares iBonds Dec 2027 Term Corporate ETF position peaked at $894K in Q3 2021.
  • 100 funds tracked by Wall St. Rank held iShares iBonds Dec 2027 Term Corporate ETF as of Q4 2021.

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