GDP
IBDN

Great Diamond Partners’s iShares iBonds Dec 2022 Term Corporate ETF IBDN Stock Holding History

Great Diamond Partners’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
Q2 		– Sell
-9,750
Closed -$248K – 203
2021
Q1 		$248K Sell
9,750
-1,955
-17% -$49.9K 0.08% 171
2020
Q4 		$299K Hold
11,705
– – 0.1% 139
2020
Q3 		$299K Buy
+11,705
New +$300K 0.11% 125

Other funds holding IBDN

ACA
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
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

Great Diamond Partners's IBDN Position: Q2 2021 in Review

Great Diamond Partners sold out of iShares iBonds Dec 2022 Term Corporate ETF (IBDN) in Q2 2021, closing a stake of 9,750 shares — an estimated $248K sold.

Great Diamond Partners first reported a position in IBDN in Q3 2020 and held it in 3 quarters. The position peaked at $299K in Q4 2020. 202 funds tracked by Wall St. Rank hold IBDN as of Q2 2021.

  • Great Diamond Partners reported no remaining iShares iBonds Dec 2022 Term Corporate ETF position as of Q2 2021 after selling out during the quarter.
  • Great Diamond Partners sold 9,750 iShares iBonds Dec 2022 Term Corporate ETF shares in Q2 2021, an estimated $248K.
  • Great Diamond Partners first reported a position in iShares iBonds Dec 2022 Term Corporate ETF in Q3 2020 and held it in 3 quarters.
  • Great Diamond Partners's iShares iBonds Dec 2022 Term Corporate ETF position peaked at $299K in Q4 2020.
  • 202 funds tracked by Wall St. Rank held iShares iBonds Dec 2022 Term Corporate ETF as of Q2 2021.

Based on Great Diamond Partners's 13F filing for Q2 2021, filed 26 Jul 2021.