HB
IBDM

Homrich & Berg’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Homrich & Berg’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
Q3 		$202K Hold
8,183
– – ﹤0.01% 457
2021
Q2 		$203K Buy
+8,183
New +$203K ﹤0.01% 472

Other funds holding IBDM

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CIM
Corda Investment Management Houston, Texas $1.45B AUM 22.99% 1-Year Est. Return

Homrich & Berg's IBDM Position: Q3 2021 in Review

Homrich & Berg held its iShares iBonds Dec 2021 Term Corporate ETF (IBDM) position steady in Q3 2021 at 8,183 shares worth $202K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Homrich & Berg first reported a position in IBDM in Q2 2021 and has held it in 2 quarters since. The position peaked at $203K in Q2 2021. 201 funds tracked by Wall St. Rank hold IBDM as of Q3 2021.

  • Homrich & Berg held 8,183 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $202K as of Q3 2021.
  • Homrich & Berg left its iShares iBonds Dec 2021 Term Corporate ETF share count unchanged in Q3 2021.
  • iShares iBonds Dec 2021 Term Corporate ETF made up ﹤0.01% of Homrich & Berg's portfolio in Q3 2021, its #457 holding.
  • Homrich & Berg first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2021 and has held it in 2 quarters since.
  • Homrich & Berg's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $203K in Q2 2021.
  • 201 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.