HL
IBDM

HeadInvest LLC’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

HeadInvest LLC’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
2019
Q3 		– Sell
-9,100
Closed -$227K – 207
2019
Q2 		$227K Buy
+9,100
New +$225K 0.06% 167

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.22B AUM 22.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

HeadInvest LLC's IBDM Position: Q3 2019 in Review

HeadInvest LLC sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2019, closing a stake of 9,100 shares — an estimated $227K sold.

HeadInvest LLC first reported a position in IBDM in Q2 2019 and held it in 1 quarter. The position peaked at $227K in Q2 2019. 161 funds tracked by Wall St. Rank hold IBDM as of Q3 2019.

  • HeadInvest LLC reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q3 2019 after selling out during the quarter.
  • HeadInvest LLC sold 9,100 iShares iBonds Dec 2021 Term Corporate ETF shares in Q3 2019, an estimated $227K.
  • HeadInvest LLC first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2019 and held it in 1 quarter.
  • HeadInvest LLC's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $227K in Q2 2019.
  • 161 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2019.

Based on HeadInvest LLC's 13F filing for Q3 2019, filed 21 Nov 2019.