Frontier Wealth Management’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Frontier Wealth 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	-9,984	Closed	-$247K	–	450
2021 Q3	$247K	Hold	9,984	–	–	0.02%	366
2021 Q2	$247K	Buy	+9,984	New	+$248K	0.02%	371
2021 Q1	–	Sell	-9,984	Closed	-$249K	–	409
2020 Q4	$249K	Hold	9,984	–	–	0.02%	323
2020 Q3	$250K	Buy	+9,984	New	+$250K	0.02%	308

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

Frontier Wealth Management's IBDM Position: Q4 2021 in Review

Frontier Wealth Management sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 9,984 shares — an estimated $247K sold.

Frontier Wealth Management first reported a position in IBDM in Q3 2020 and held it in 4 quarters. The position peaked at $250K in Q3 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Frontier Wealth Management reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Frontier Wealth Management sold 9,984 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $247K.
Frontier Wealth Management first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q3 2020 and held it in 4 quarters.
Frontier Wealth Management's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $250K in Q3 2020.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Frontier Wealth Management's 13F filing for Q4 2021, filed 4 Feb 2022.