HFRG
IBDM

Houlihan Financial Resource Group’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

Houlihan Financial Resource Group’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
2020
Q3 		$3.29M Buy
+131,549
New +$3.3M 1.9% 13
2020
Q1 		$2.88M Buy
116,853
+1,464
+1% +$36.3K 2.5% 11
2019
Q4 		$2.88M Buy
+115,389
New +$2.88M 1.86% 16

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
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BWM
BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Houlihan Financial Resource Group's IBDM Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q3 2020: 131,549 shares worth $3.29M. The stake represents 1.9% of the portfolio and ranks #13 among its holdings. This is a return to the name: Houlihan Financial Resource Group previously reported a position in IBDM as recently as Q1 2020.

Houlihan Financial Resource Group first reported a position in IBDM in Q4 2019 and has held it in 3 quarters since. 195 funds tracked by Wall St. Rank hold IBDM as of Q3 2020.

  • Houlihan Financial Resource Group held 131,549 shares of iShares iBonds Dec 2021 Term Corporate ETF worth $3.29M as of Q3 2020.
  • iShares iBonds Dec 2021 Term Corporate ETF was a new Houlihan Financial Resource Group position in Q3 2020.
  • iShares iBonds Dec 2021 Term Corporate ETF made up 1.9% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #13 holding.
  • Houlihan Financial Resource Group first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q4 2019 and has held it in 3 quarters since.
  • 195 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.