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

Harbour 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	-4,140	Closed	-$102K	–	4058
2021 Q3	$102K	Buy	4,140 +2,967	+253%	+$73.4K	﹤0.01%	1368
2021 Q2	$29K	Buy	1,173 +25	+2%	+$620	﹤0.01%	2138
2021 Q1	$29K	Buy	+1,148	New	+$28.5K	﹤0.01%	2010

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

Harbour Investments's IBDM Position: Q4 2021 in Review

Harbour Investments sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 4,140 shares — an estimated $102K sold.

Harbour Investments first reported a position in IBDM in Q1 2021 and held it in 3 quarters. The position peaked at $102K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

Harbour Investments reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
Harbour Investments sold 4,140 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $102K.
Harbour Investments first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q1 2021 and held it in 3 quarters.
Harbour Investments's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $102K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.