IBEX Wealth Advisors’s iShares iBonds Dec 2021 Term Corporate ETF IBDM Stock Holding History

IBEX Wealth Advisors’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	-166	Closed	-$4K	–	452
2021 Q3	$4K	Buy	+166	New	+$4.11K	﹤0.01%	419
2019 Q3	–	Sell	-166	Closed	-$4K	–	436
2019 Q2	$4K	Buy	+166	New	+$4.11K	﹤0.01%	380

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

IBEX Wealth Advisors's IBDM Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of iShares iBonds Dec 2021 Term Corporate ETF (IBDM) in Q4 2021, closing a stake of 166 shares — an estimated $4K sold.

IBEX Wealth Advisors first reported a position in IBDM in Q2 2019 and held it in 2 quarters. The position peaked at $4K in Q3 2021. 1 fund tracked by Wall St. Rank holds IBDM as of Q4 2021.

IBEX Wealth Advisors reported no remaining iShares iBonds Dec 2021 Term Corporate ETF position as of Q4 2021 after selling out during the quarter.
IBEX Wealth Advisors sold 166 iShares iBonds Dec 2021 Term Corporate ETF shares in Q4 2021, an estimated $4K.
IBEX Wealth Advisors first reported a position in iShares iBonds Dec 2021 Term Corporate ETF in Q2 2019 and held it in 2 quarters.
IBEX Wealth Advisors's iShares iBonds Dec 2021 Term Corporate ETF position peaked at $4K in Q3 2021.
1 fund tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Corporate ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.