Gradient Investments’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Gradient Investments’s Portfolio IBDN Stock Details IBDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,620	Closed	-$42K	–	1361
2020 Q4	$42K	Hold	1,620	–	–	﹤0.01%	436
2020 Q3	$42K	Sell	1,620 -17	-1%	-$436	﹤0.01%	439
2020 Q2	$42K	Sell	1,637 -196,658	-99%	-$5M	﹤0.01%	410
2020 Q1	$4.92M	Sell	198,295 -31,957	-14%	-$802K	0.26%	91
2019 Q4	$5.82M	Sell	230,252 -10,244	-4%	-$259K	0.26%	92
2019 Q3	$6.09M	Sell	240,496 -12,439	-5%	-$314K	0.3%	86
2019 Q2	$6.38M	Buy	252,935 +26,496	+12%	+$661K	0.33%	84
2019 Q1	$5.64M	Sell	226,439 -39,189	-15%	-$964K	0.36%	79
2018 Q4	$6.42M	Buy	265,628 +238,560	+881%	+$5.77M	0.39%	75
2018 Q3	$2.67M	Buy	27,068 +24,887	+1,141%	+$606K	0.14%	97
2018 Q2	$53K	Buy	2,181 +1,683	+338%	+$41K	﹤0.01%	330
2018 Q1	$12K	Buy	498 +233	+88%	+$5.74K	﹤0.01%	602
2017 Q4	$7K	Buy	+265	New	+$6.64K	﹤0.01%	662

Other funds holding IBDN

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Gradient Investments's IBDN Position: Q1 2021 in Review

Gradient Investments sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q1 2021, closing a stake of 1,620 shares — an estimated $42K sold.

Gradient Investments first reported a position in IBDN in Q4 2017 and held it in 13 quarters. The position peaked at $6.42M in Q4 2018. 210 funds tracked by Wall St. Rank hold IBDN as of Q1 2021.

Gradient Investments reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q1 2021 after selling out during the quarter.
Gradient Investments sold 1,620 iShares iBonds Dec 2022 Term Corporate ETF shares in Q1 2021, an estimated $42K.
Gradient Investments first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q4 2017 and held it in 13 quarters.
Gradient Investments's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $6.42M in Q4 2018.
210 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q1 2021.

Based on Gradient Investments's 13F filing for Q1 2021, filed 21 Apr 2021.