GEA
IBDM

Glen Eagle Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Glen Eagle 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
Q4 		– Sell
-1,240
Closed -$30.7K – 1115
2021
Q3 		$30.7K Hold
1,240
– – 0.01% 466
2021
Q2 		$30.7K Hold
1,240
– – 0.01% 467
2021
Q1 		$30.8K Hold
1,240
– – 0.01% 434
2020
Q4 		$30.9K Hold
1,240
– – 0.01% 409
2020
Q3 		$31.1K Hold
1,240
– – 0.01% 378
2020
Q2 		$31.2K Hold
1,240
– – 0.02% 356
2020
Q1 		$30.6K Hold
1,240
– – 0.02% 331
2019
Q4 		$30.9K Hold
1,240
– – 0.02% 393
2019
Q3 		$31K Hold
1,240
– – 0.02% 350
2019
Q2 		$30.9K Hold
1,240
– – 0.02% 338
2019
Q1 		$30.7K Hold
1,240
– – 0.02% 325
2018
Q4 		$30.2K Buy
+1,240
New +$30.1K 0.03% 307

Other funds holding IBDM

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Glen Eagle Advisors's IBDM Position: Q4 2021 in Review

Glen Eagle Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 1,240 shares — an estimated $30.7K sold.

Glen Eagle Advisors first reported a position in IBDM in Q4 2018 and held it in 12 quarters. The position peaked at $31.2K in Q2 2020. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Glen Eagle Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Glen Eagle Advisors sold 1,240 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $30.7K.
  • Glen Eagle Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2018 and held it in 12 quarters.
  • Glen Eagle Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $31.2K in Q2 2020.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.