GI
IBDM

Gradient Investments’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Gradient Investments’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
-405
Closed -$10K – 1372
2021
Q3 		$10K Sell
405
-591
-59% -$14.6K ﹤0.01% 781
2021
Q2 		$25K Hold
996
– – ﹤0.01% 598
2021
Q1 		$25K Sell
996
-1,572
-61% -$39.1K ﹤0.01% 587
2020
Q4 		$64K Hold
2,568
– – ﹤0.01% 369
2020
Q3 		$64K Sell
2,568
-1,676
-39% -$42K ﹤0.01% 371
2020
Q2 		$107K Sell
4,244
-549,394
-99% -$13.7M ﹤0.01% 293
2020
Q1 		$13.6M Sell
553,638
-456,692
-45% -$11.3M 0.74% 20
2019
Q4 		$25.2M Buy
1,010,330
+73,153
+8% +$1.83M 1.12% 16
2019
Q3 		$23.4M Buy
937,177
+23,609
+3% +$589K 1.15% 15
2019
Q2 		$22.8M Buy
913,568
+322,744
+55% +$7.99M 1.17% 15
2019
Q1 		$14.6M Buy
590,824
+274,566
+87% +$6.74M 0.94% 21
2018
Q4 		$7.7M Buy
316,258
+184,303
+140% +$4.47M 0.46% 59
2018
Q3 		$3.21M Buy
131,955
+73,231
+125% +$1.78M 0.16% 93
2018
Q2 		$1.43M Buy
58,724
+39,926
+212% +$973K 0.08% 129
2018
Q1 		$460K Buy
18,798
+5,237
+39% +$129K 0.02% 192
2017
Q4 		$336K Buy
+13,561
New +$338K 0.02% 218

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

Gradient Investments's IBDM Position: Q4 2021 in Review

Gradient Investments sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 405 shares — an estimated $10K sold.

Gradient Investments first reported a position in IBDM in Q4 2017 and held it in 16 quarters. The position peaked at $25.2M in Q4 2019. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

  • Gradient Investments reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
  • Gradient Investments sold 405 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $10K.
  • Gradient Investments first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2017 and held it in 16 quarters.
  • Gradient Investments's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $25.2M in Q4 2019.
  • 1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.